CWM
VMI icon

Congress Wealth Management’s Valmont Industries VMI Stock Holding History

Congress Wealth Management’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
2025
Q2 		$5.38M Buy
16,482
+2,426
+17% +$744K 0.05% 366
2025
Q1 		$4.01M Buy
14,056
+3,085
+28% +$1.01M 0.05% 363
2024
Q4 		$3.36M Sell
10,971
-751
-6% -$242K 0.05% 339
2024
Q3 		$3.4M Buy
11,722
+273
+2% +$76.5K 0.05% 348
2024
Q2 		$3.14M Sell
11,449
-16,224
-59% -$3.96M 0.05% 298
2024
Q1 		$6.32M Buy
27,673
+2,909
+12% +$651K 0.11% 205
2023
Q4 		$5.78M Sell
24,764
-149
-0.6% -$32.8K 0.11% 210
2023
Q3 		$5.98M Buy
24,913
+1,253
+5% +$322K 0.12% 192
2023
Q2 		$6.89M Buy
23,660
+262
+1% +$75.7K 0.16% 161
2023
Q1 		$7.47M Buy
23,398
+768
+3% +$245K 0.18% 152
2022
Q4 		$7.48M Sell
22,630
-1,276
-5% -$405K 0.19% 152
2022
Q3 		$6.42M Buy
23,906
+553
+2% +$146K 0.17% 162
2022
Q2 		$5.25M Sell
23,353
-516
-2% -$126K 0.13% 177
2022
Q1 		$5.7M Buy
23,869
+1,530
+7% +$348K 0.12% 187
2021
Q4 		$5.6M Buy
+22,339
New +$5.47M 0.11% 207

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Congress Wealth Management increased its Valmont Industries (VMI) stake by 17% in Q2 2025, buying an estimated $744K and bringing the position to 16,482 shares worth $5.38M. The position accounts for 0.05% of the portfolio, ranked #366.

Congress Wealth Management first reported a position in VMI in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.48M in Q4 2022. 497 funds tracked by Wall St. Rank hold VMI as of Q2 2025.

  • Congress Wealth Management held 16,482 shares of Valmont Industries worth $5.38M as of Q2 2025.
  • Congress Wealth Management bought 2,426 Valmont Industries shares in Q2 2025, an estimated $744K.
  • Valmont Industries made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #366 holding.
  • Congress Wealth Management first reported a position in Valmont Industries in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Valmont Industries position peaked at $7.48M in Q4 2022.
  • 497 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2025.

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