EWA
VMI icon

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
Q2 		$980K Buy
1,696
+588
+53% +$296K ﹤0.01% 755
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 $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

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

EP Wealth Advisors increased its Valmont Industries (VMI) stake by 53% in Q2 2026, buying an estimated $296K and bringing the position to 1,696 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

EP Wealth Advisors first reported a position in VMI in Q2 2025 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • EP Wealth Advisors held 1,696 shares of Valmont Industries worth $980K as of Q2 2026.
  • EP Wealth Advisors bought 588 Valmont Industries shares in Q2 2026, an estimated $296K.
  • Valmont Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #755 holding.
  • EP Wealth Advisors first reported a position in Valmont Industries in Q2 2025 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

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