EWM
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Empirical Wealth Management’s Valmont Industries VMI Stock Holding History

Empirical 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 		$627K Sell
1,085
-276
-20% -$139K 0.01% 585
2026
Q1 		$544K Buy
+1,361
New +$594K 0.01% 548

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

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

Empirical Wealth Management reduced its Valmont Industries (VMI) stake by 20% in Q2 2026, selling an estimated $139K and leaving 1,085 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #585.

Empirical Wealth Management first reported a position in VMI in Q1 2026 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Empirical Wealth Management held 1,085 shares of Valmont Industries worth $627K as of Q2 2026.
  • Empirical Wealth Management sold 276 Valmont Industries shares in Q2 2026, an estimated $139K.
  • Valmont Industries made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Empirical Wealth Management first reported a position in Valmont Industries in Q1 2026 and has held it in 2 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.