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EP Wealth Advisors’s Vulcan Materials VMC Stock Holding History

EP Wealth Advisors’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 		$254K Buy
860
+48
+6% +$13.8K ﹤0.01% 1382
2026
Q1 		$221K Sell
812
-185
-19% -$54.4K ﹤0.01% 1352
2025
Q4 		$285K Buy
+997
New +$292K ﹤0.01% 1169
2025
Q2 		$226K Buy
+866
New +$223K ﹤0.01% 1180

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

EP Wealth Advisors's VMC Position: Q2 2026 in Review

EP Wealth Advisors increased its Vulcan Materials (VMC) stake by 5.9% in Q2 2026, buying an estimated $13.8K and bringing the position to 860 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

EP Wealth Advisors first reported a position in VMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • EP Wealth Advisors held 860 shares of Vulcan Materials worth $254K as of Q2 2026.
  • EP Wealth Advisors bought 48 Vulcan Materials shares in Q2 2026, an estimated $13.8K.
  • Vulcan Materials made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1382 holding.
  • EP Wealth Advisors first reported a position in Vulcan Materials in Q2 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's Vulcan Materials position peaked at $285K in Q4 2025.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.