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Dogwood Wealth Management’s Vulcan Materials VMC Stock Holding History

Dogwood 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
2026
Q2 		$3.54K Sell
12
-7
-37% -$2.01K ﹤0.01% 568
2026
Q1 		$5.17K Buy
19
+2
+12% +$588 ﹤0.01% 469
2025
Q4 		$4.85K Buy
17
+5
+42% +$1.47K ﹤0.01% 426
2025
Q3 		$3.69K Buy
12
+3
+33% +$852 ﹤0.01% 448
2025
Q2 		$2.4K Buy
9
+7
+350% +$1.8K ﹤0.01% 545
2025
Q1 		$467 Buy
+2
New +$508 ﹤0.01% 467
2024
Q3 		– Hold
0
– – – 376
2024
Q2 		– Hold
0
– – – 452
2024
Q1 		– Hold
0
– – – 405
2023
Q4 		– Hold
0
– – – 403

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Dogwood Wealth Management's VMC Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Vulcan Materials (VMC) stake by 37% in Q2 2026, selling an estimated $2.01K and leaving 12 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Dogwood Wealth Management first reported a position in VMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.17K in Q1 2026. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Dogwood Wealth Management held 12 shares of Vulcan Materials worth $3.54K as of Q2 2026.
  • Dogwood Wealth Management sold 7 Vulcan Materials shares in Q2 2026, an estimated $2.01K.
  • Vulcan Materials made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Dogwood Wealth Management first reported a position in Vulcan Materials in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Vulcan Materials position peaked at $5.17K in Q1 2026.
  • 1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.