Compass Ion Advisors’s Vulcan Materials VMC Stock Holding History

Compass Ion Advisors’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Sell	5,073 -705	-12%	-$207K	0.13%	86
2025 Q4	$1.65M	Buy	5,778 +2	+0%	+$587	0.16%	72
2025 Q3	$1.78M	Hold	5,776	–	–	0.17%	69
2025 Q2	$1.51M	Buy	5,776 +6	+0.1%	+$1.54K	0.16%	73
2025 Q1	$1.35M	Hold	5,770	–	–	0.16%	77
2024 Q4	$1.48M	Sell	5,770 -170	-3%	-$45.7K	0.18%	72
2024 Q3	$1.49M	Buy	5,940 +173	+3%	+$43K	0.18%	71
2024 Q2	$1.57M	Hold	5,767	–	–	0.22%	60
2024 Q1	$1.57M	Sell	5,767 -4,055	-41%	-$999K	0.23%	60
2023 Q4	$2.23M	Sell	9,822 -8	-0.1%	-$1.7K	0.35%	43
2023 Q3	$1.99M	Buy	+9,830	New	+$2.14M	0.34%	47

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Compass Ion Advisors's VMC Position: Q1 2026 in Review

Compass Ion Advisors reduced its Vulcan Materials (VMC) stake by 12% in Q1 2026, selling an estimated $207K and leaving 5,073 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #86.

Compass Ion Advisors first reported a position in VMC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q4 2023. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Compass Ion Advisors held 5,073 shares of Vulcan Materials worth $1.38M as of Q1 2026.
Compass Ion Advisors sold 705 Vulcan Materials shares in Q1 2026, an estimated $207K.
Vulcan Materials made up 0.13% of Compass Ion Advisors's portfolio in Q1 2026, its #86 holding.
Compass Ion Advisors first reported a position in Vulcan Materials in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's Vulcan Materials position peaked at $2.23M in Q4 2023.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.