Crewe Advisors’s Valmont Industries VMI Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-6	Closed	-$2.41K	–	1160
2025 Q4	$2.41K	Buy	+6	New	+$2.44K	﹤0.01%	846
2024 Q2	–	Sell	-9	Closed	-$2.06K	–	1049
2024 Q1	$2.06K	Buy	+9	New	+$2.01K	﹤0.01%	852
2023 Q4	–	Sell	-1	Closed	-$241	–	695
2023 Q3	$241	Buy	+1	New	+$257	﹤0.01%	435

Other funds holding VMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Crewe Advisors's VMI Position: Q1 2026 in Review

Crewe Advisors sold out of Valmont Industries (VMI) in Q1 2026, closing a stake of 6 shares — an estimated $2.41K sold.

Crewe Advisors first reported a position in VMI in Q3 2023 and held it in 3 quarters. The position peaked at $2.41K in Q4 2025. 606 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

Crewe Advisors reported no remaining Valmont Industries position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 6 Valmont Industries shares in Q1 2026, an estimated $2.41K.
Crewe Advisors first reported a position in Valmont Industries in Q3 2023 and held it in 3 quarters.
Crewe Advisors's Valmont Industries position peaked at $2.41K in Q4 2025.
606 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.