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Dogwood Wealth Management’s Valmont Industries VMI Stock Holding History

Dogwood 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
2026
Q2 		$12.1K Buy
21
+8
+62% +$4.02K ﹤0.01% 342
2026
Q1 		$5.19K Sell
13
-4
-24% -$1.75K ﹤0.01% 467
2025
Q4 		$6.84K Buy
17
+4
+31% +$1.63K ﹤0.01% 368
2025
Q3 		$5.04K Hold
13
– – ﹤0.01% 396
2025
Q2 		$4.45K Buy
+13
New +$3.99K ﹤0.01% 468

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

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

Dogwood Wealth Management increased its Valmont Industries (VMI) stake by 62% in Q2 2026, buying an estimated $4.02K and bringing the position to 21 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Dogwood Wealth Management first reported a position in VMI in Q2 2025 and has held it in 5 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Dogwood Wealth Management held 21 shares of Valmont Industries worth $12.1K as of Q2 2026.
  • Dogwood Wealth Management bought 8 Valmont Industries shares in Q2 2026, an estimated $4.02K.
  • Valmont Industries made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Dogwood Wealth Management first reported a position in Valmont Industries in Q2 2025 and has held it in 5 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

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