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De Lisle Partners’s Valmont Industries VMI Stock Holding History

De Lisle Partners’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
Q2 		$13.2M Hold
22,800
– – 1.44% 15
2026
Q1 		$9.12M Hold
22,800
– – 1.09% 24
2025
Q4 		$9.17M Hold
22,800
– – 1.18% 20
2025
Q3 		$8.85M Sell
22,800
-1,000
-4% -$364K 1.09% 24
2025
Q2 		$7.76M Sell
23,800
-1,000
-4% -$307K 1.1% 22
2025
Q1 		$7.07M Buy
24,800
+2,000
+9% +$652K 1.17% 21
2024
Q4 		$6.99M Buy
22,800
+4,000
+21% +$1.29M 1.02% 22
2024
Q3 		$5.45M Buy
18,800
+5,800
+45% +$1.62M 0.88% 28
2024
Q2 		$3.57M Buy
13,000
+3,000
+30% +$731K 0.78% 37
2024
Q1 		$2.28M Buy
+10,000
New +$2.24M 0.53% 57

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

De Lisle Partners's VMI Position: Q2 2026 in Review

De Lisle Partners held its Valmont Industries (VMI) position steady in Q2 2026 at 22,800 shares worth $13.2M. The position accounts for 1.44% of the portfolio, ranked #15.

De Lisle Partners first reported a position in VMI in Q1 2024 and has held it in 10 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • De Lisle Partners held 22,800 shares of Valmont Industries worth $13.2M as of Q2 2026.
  • De Lisle Partners left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up 1.44% of De Lisle Partners's portfolio in Q2 2026, its #15 holding.
  • De Lisle Partners first reported a position in Valmont Industries in Q1 2024 and has held it in 10 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.