EIM
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Essex Investment Management’s Valmont Industries VMI Stock Holding History

Essex Investment 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
Q1 		$1.12M Sell
2,794
-1,083
-28% -$473K 0.18% 137
2025
Q4 		$1.56M Hold
3,877
– – 0.24% 128
2025
Q3 		$1.5M Hold
3,877
– – 0.23% 131
2025
Q2 		$1.27M Sell
3,877
-4,083
-51% -$1.25M 0.23% 133
2025
Q1 		$2.27M Sell
7,960
-1,199
-13% -$391K 0.47% 89
2024
Q4 		$2.81M Buy
9,159
+901
+11% +$290K 0.51% 83
2024
Q3 		$2.39M Sell
8,258
-1,336
-14% -$374K 0.42% 104
2024
Q2 		$2.63M Sell
9,594
-792
-8% -$193K 0.49% 77
2024
Q1 		$2.37M Sell
10,386
-2,195
-17% -$491K 0.47% 81
2023
Q4 		$2.94M Buy
+12,581
New +$2.77M 0.58% 56
2023
Q2 		– Sell
-3,957
Closed -$1.26M – 412
2023
Q1 		$1.26M Sell
3,957
-282
-7% -$90K 0.18% 169
2022
Q4 		$1.4M Sell
4,239
-84
-2% -$26.6K 0.22% 148
2022
Q3 		$1.16M Hold
4,323
– – 0.19% 164
2022
Q2 		$971K Hold
4,323
– – 0.16% 196
2022
Q1 		$1.03M Buy
4,323
+2
+0% +$455 0.13% 222
2021
Q4 		$1.08M Sell
4,321
-23
-0.5% -$5.64K 0.12% 222
2021
Q3 		$1.02M Sell
4,344
-27
-0.6% -$6.42K 0.13% 221
2021
Q2 		$1.03M Sell
4,371
-150
-3% -$36.3K 0.12% 225
2021
Q1 		$1.07M Sell
4,521
-189
-4% -$41.9K 0.13% 228
2020
Q4 		$824K Buy
+4,710
New +$734K 0.1% 248

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Essex Investment Management's VMI Position: Q1 2026 in Review

Essex Investment Management reduced its Valmont Industries (VMI) stake by 28% in Q1 2026, selling an estimated $473K and leaving 2,794 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #137.

Essex Investment Management first reported a position in VMI in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.94M in Q4 2023. 604 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Essex Investment Management held 2,794 shares of Valmont Industries worth $1.12M as of Q1 2026.
  • Essex Investment Management sold 1,083 Valmont Industries shares in Q1 2026, an estimated $473K.
  • Valmont Industries made up 0.18% of Essex Investment Management's portfolio in Q1 2026, its #137 holding.
  • Essex Investment Management first reported a position in Valmont Industries in Q4 2020 and has held it in 20 quarters since.
  • Essex Investment Management's Valmont Industries position peaked at $2.94M in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.