EHWM
VMC icon

Eads & Heald Wealth Management’s Vulcan Materials VMC Stock Holding History

Eads & Heald 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
Q1 		$1.5M Sell
5,514
-141
-2% -$41.5K 0.75% 55
2025
Q4 		$1.61M Sell
5,655
-161
-3% -$47.2K 0.78% 56
2025
Q3 		$1.79M Sell
5,816
-100
-2% -$28.4K 0.85% 51
2025
Q2 		$1.54M Sell
5,916
-244
-4% -$62.7K 0.76% 53
2025
Q1 		$1.44M Sell
6,160
-252
-4% -$64K 0.73% 59
2024
Q4 		$1.65M Sell
6,412
-30
-0.5% -$8.07K 0.81% 53
2024
Q3 		$1.61M Sell
6,442
-120
-2% -$29.8K 0.76% 59
2024
Q2 		$1.63M Sell
6,562
-401
-6% -$104K 0.79% 54
2024
Q1 		$1.9M Sell
6,963
-680
-9% -$168K 0.89% 50
2023
Q4 		$1.74M Sell
7,643
-47
-0.6% -$9.96K 0.84% 58
2023
Q3 		$1.55M Sell
7,690
-248
-3% -$53.9K 0.82% 57
2023
Q2 		$1.79M Sell
7,938
-221
-3% -$42.4K 0.88% 49
2023
Q1 		$1.4M Sell
8,159
-174
-2% -$30.9K 0.69% 74
2022
Q4 		$1.46M Buy
8,333
+775
+10% +$133K 0.74% 61
2022
Q3 		$1.19M Buy
7,558
+2,009
+36% +$326K 0.68% 66
2022
Q2 		$789K Buy
5,549
+2,103
+61% +$347K 0.42% 92
2022
Q1 		$633K Buy
3,446
+75
+2% +$14K 0.29% 104
2021
Q4 		$700K Sell
3,371
-1,360
-29% -$263K 0.3% 105
2021
Q3 		$800K Sell
4,731
-1,320
-22% -$236K 0.39% 97
2021
Q2 		$1.05M Buy
6,051
+158
+3% +$28.3K 0.51% 84
2021
Q1 		$994K Buy
5,893
+45
+0.8% +$7.3K 0.51% 84
2020
Q4 		$867K Buy
5,848
+139
+2% +$19.8K 0.47% 86
2020
Q3 		$774K Buy
5,709
+270
+5% +$33.9K 0.46% 85
2020
Q2 		$630K Sell
5,439
-270
-5% -$29.6K 0.38% 92
2020
Q1 		$617K Sell
5,709
-412
-7% -$52.6K 0.44% 89
2019
Q4 		$881K Sell
6,121
-25
-0.4% -$3.58K 0.47% 91
2019
Q3 		$930K Sell
6,146
-44
-0.7% -$6.21K 0.52% 81
2019
Q2 		$850K Sell
6,190
-931
-13% -$119K 0.48% 88
2019
Q1 		$843K Sell
7,121
-1,993
-22% -$215K 0.49% 85
2018
Q4 		$900K Sell
9,114
-2,509
-22% -$254K 0.6% 73
2018
Q3 		$1.29M Sell
11,623
-142
-1% -$16.5K 0.74% 64
2018
Q2 		$1.52M Buy
11,765
+1,365
+13% +$168K 0.94% 53
2018
Q1 		$1.19M Buy
10,400
+8,143
+361% +$1.03M 0.75% 67
2017
Q4 		$290K Hold
2,257
– – 0.17% 116
2017
Q3 		$270K Hold
2,257
– – 0.17% 118
2017
Q2 		$286K Buy
2,257
+17
+0.8% +$2.13K 0.18% 115
2017
Q1 		$270K Sell
2,240
-10
-0.4% -$1.22K 0.17% 115
2016
Q4 		$282K Buy
+2,250
New +$272K 0.19% 117
2016
Q3 		– Sell
-1,730
Closed -$208K – 134
2016
Q2 		$208K Buy
+1,730
New +$196K 0.14% 125

Other funds holding VMC

BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Eads & Heald Wealth Management's VMC Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Vulcan Materials (VMC) stake by 2.5% in Q1 2026, selling an estimated $41.5K and leaving 5,514 shares worth $1.5M. The position accounts for 0.75% of the portfolio, ranked #55.

Eads & Heald Wealth Management first reported a position in VMC in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.9M in Q1 2024. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Eads & Heald Wealth Management held 5,514 shares of Vulcan Materials worth $1.5M as of Q1 2026.
  • Eads & Heald Wealth Management sold 141 Vulcan Materials shares in Q1 2026, an estimated $41.5K.
  • Vulcan Materials made up 0.75% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Eads & Heald Wealth Management first reported a position in Vulcan Materials in Q2 2016 and has held it in 39 quarters since.
  • Eads & Heald Wealth Management's Vulcan Materials position peaked at $1.9M in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.