Congress Wealth Management
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Congress Wealth Management’s Vulcan Materials VMC Stock Holding History

Congress Wealth Management’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
2025
Q2 		– Sell
-1,490
Closed -$351K – 1216
2025
Q1 		$351K Buy
+1,490
New +$378K ﹤0.01% 909

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's VMC Position: Q2 2025 in Review

Congress Wealth Management sold out of Vulcan Materials (VMC) in Q2 2025, closing a stake of 1,490 shares — an estimated $351K sold.

Congress Wealth Management first reported a position in VMC in Q1 2025 and held it in 1 quarter. The position peaked at $351K in Q1 2025. 961 funds tracked by Wall St. Rank hold VMC as of Q2 2025.

  • Congress Wealth Management reported no remaining Vulcan Materials position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,490 Vulcan Materials shares in Q2 2025, an estimated $351K.
  • Congress Wealth Management first reported a position in Vulcan Materials in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's Vulcan Materials position peaked at $351K in Q1 2025.
  • 961 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.