Covestor’s Vulcan Materials VMC Stock Holding History

Covestor’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	$20K	Buy	73 +8	+12%	+$2.35K	0.01%	1119
2025 Q4	$19K	Hold	65	–	–	0.01%	1315
2025 Q3	$20K	Sell	65 -4	-6%	-$1.14K	0.01%	1279
2025 Q2	$18K	Hold	69	–	–	0.01%	1301
2025 Q1	$16K	Sell	69 -192	-74%	-$48.8K	0.01%	1271
2024 Q4	$67K	Sell	261 -119	-31%	-$32K	0.04%	740
2024 Q3	$95K	Sell	380 -27	-7%	-$6.71K	0.06%	551
2024 Q2	$101K	Sell	407 -18	-4%	-$4.65K	0.07%	481
2024 Q1	$116K	Buy	425 +51	+14%	+$12.6K	0.07%	439
2023 Q4	$85K	Buy	374 +79	+27%	+$16.7K	0.06%	596
2023 Q3	$60K	Buy	295 +216	+273%	+$47K	0.05%	684
2023 Q2	$18K	Sell	79 -1	-1%	-$192	0.01%	1191
2023 Q1	$14K	Hold	80	–	–	0.01%	1162
2022 Q4	$14K	Hold	80	–	–	0.01%	1176
2022 Q3	$13K	Hold	80	–	–	0.01%	1167
2022 Q2	$11K	Hold	80	–	–	0.01%	1194
2022 Q1	$15K	Buy	80 +35	+78%	+$6.53K	0.01%	1166
2021 Q4	$9K	Buy	+45	New	+$8.72K	0.01%	1067

Other funds holding VMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

ClearBridge Investments

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