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EP Wealth Advisors’s Valmont Industries VMI Stock Holding History

EP Wealth Advisors’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
Q1 		$443K Buy
1,108
+148
+15% +$64.6K ﹤0.01% 958
2025
Q4 		$386K Buy
+960
New +$391K ﹤0.01% 999
2025
Q2 		$265K Buy
+812
New +$249K ﹤0.01% 1091

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

EP Wealth Advisors's VMI Position: Q1 2026 in Review

EP Wealth Advisors increased its Valmont Industries (VMI) stake by 15% in Q1 2026, buying an estimated $64.6K and bringing the position to 1,108 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

EP Wealth Advisors first reported a position in VMI in Q2 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • EP Wealth Advisors held 1,108 shares of Valmont Industries worth $443K as of Q1 2026.
  • EP Wealth Advisors bought 148 Valmont Industries shares in Q1 2026, an estimated $64.6K.
  • Valmont Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #958 holding.
  • EP Wealth Advisors first reported a position in Valmont Industries in Q2 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.