Chevy Chase Trust
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Chevy Chase Trust’s Valmont Industries VMI Stock Holding History

Chevy Chase Trust’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$462K Hold
800
– – ﹤0.01% 607
2026
Q1 		$320K Sell
800
-120
-13% -$52.4K ﹤0.01% 616
2025
Q4 		$370K Buy
+920
New +$374K ﹤0.01% 607
2020
Q1 		– Sell
-214
Closed -$32K – 1026
2019
Q4 		$32K Buy
+214
New +$30.2K ﹤0.01% 928
2015
Q2 		– Sell
-37,776
Closed -$4.64M – 687
2015
Q1 		$4.64M Sell
37,776
-19,071
-34% -$2.34M 0.03% 494
2014
Q4 		$7.22M Sell
56,847
-14,032
-20% -$1.87M 0.05% 415
2014
Q3 		$9.56M Buy
70,879
+1,656
+2% +$238K 0.06% 343
2014
Q2 		$10.5M Buy
69,223
+3,277
+5% +$504K 0.07% 317
2014
Q1 		$9.81M Buy
65,946
+4,843
+8% +$716K 0.07% 326
2013
Q4 		$9.11M Buy
61,103
+23,073
+61% +$3.26M 0.07% 335
2013
Q3 		$5.28M Buy
38,030
+10,931
+40% +$1.56M 0.04% 428
2013
Q2 		$3.88M Buy
+27,099
New +$3.97M 0.03% 456

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Chevy Chase Trust's VMI Position: Q2 2026 in Review

Chevy Chase Trust held its Valmont Industries (VMI) position steady in Q2 2026 at 800 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Chevy Chase Trust first reported a position in VMI in Q2 2013 and has held it in 12 quarters since. The position peaked at $10.5M in Q2 2014. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Chevy Chase Trust held 800 shares of Valmont Industries worth $462K as of Q2 2026.
  • Chevy Chase Trust left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #607 holding.
  • Chevy Chase Trust first reported a position in Valmont Industries in Q2 2013 and has held it in 12 quarters since.
  • Chevy Chase Trust's Valmont Industries position peaked at $10.5M in Q2 2014.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.