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Evergreen Capital Management’s Valmont Industries VMI Stock Holding History

Evergreen Capital 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 		$664K Sell
1,148
-51
-4% -$25.6K 0.01% 738
2026
Q1 		$480K Buy
1,199
+117
+11% +$51.1K 0.01% 818
2025
Q4 		$436K Buy
1,082
+109
+11% +$44.4K 0.01% 830
2025
Q3 		$378K Buy
973
+165
+20% +$60K 0.01% 813
2025
Q2 		$264K Sell
808
-187
-19% -$57.4K 0.01% 862
2025
Q1 		$285K Buy
995
+319
+47% +$104K 0.01% 779
2024
Q4 		$208K Buy
+676
New +$218K 0.01% 976

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

Evergreen Capital Management's VMI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Valmont Industries (VMI) stake by 4.3% in Q2 2026, selling an estimated $25.6K and leaving 1,148 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #738.

Evergreen Capital Management first reported a position in VMI in Q4 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Evergreen Capital Management held 1,148 shares of Valmont Industries worth $664K as of Q2 2026.
  • Evergreen Capital Management sold 51 Valmont Industries shares in Q2 2026, an estimated $25.6K.
  • Valmont Industries made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #738 holding.
  • Evergreen Capital Management first reported a position in Valmont Industries in Q4 2024 and has held it in 7 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.