Evermay Wealth Management’s Vulcan Materials VMC Stock Holding History

Evermay Wealth Management’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 Q1	$444K	Sell	1,632 -58	-3%	-$17.1K	0.05%	129
2025 Q4	$482K	Hold	1,690	–	–	0.05%	125
2025 Q3	$520K	Hold	1,690	–	–	0.06%	121
2025 Q2	$441K	Hold	1,690	–	–	0.05%	137
2025 Q1	$394K	Hold	1,690	–	–	0.05%	137
2024 Q4	$435K	Hold	1,690	–	–	0.07%	131
2024 Q3	$423K	Sell	1,690 -106	-6%	-$26.3K	0.07%	135
2024 Q2	$447K	Hold	1,796	–	–	0.07%	134
2024 Q1	$490K	Sell	1,796 -2	-0.1%	-$493	0.07%	129
2023 Q4	$408K	Buy	1,798 +2	+0.1%	+$424	0.08%	119
2023 Q3	$363K	Hold	1,796	–	–	0.07%	117
2023 Q2	$405K	Buy	1,796 +496	+38%	+$95.1K	0.08%	118
2023 Q1	$223K	Hold	1,300	–	–	0.05%	162
2022 Q4	$228K	Hold	1,300	–	–	0.05%	156
2022 Q3	$205K	Hold	1,300	–	–	0.04%	159
2022 Q2	$185K	Hold	1,300	–	–	0.04%	167
2022 Q1	$239K	Hold	1,300	–	–	0.04%	169
2021 Q4	$270K	Hold	1,300	–	–	0.05%	144
2021 Q3	$220K	Hold	1,300	–	–	0.04%	152
2021 Q2	$226K	Sell	1,300 -25	-2%	-$4.47K	0.04%	164
2021 Q1	$224K	Buy	+1,325	New	+$215K	0.04%	162

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evermay Wealth Management's VMC Position: Q1 2026 in Review

Evermay Wealth Management reduced its Vulcan Materials (VMC) stake by 3.4% in Q1 2026, selling an estimated $17.1K and leaving 1,632 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #129.

Evermay Wealth Management first reported a position in VMC in Q1 2021 and has held it in 21 quarters since. The position peaked at $520K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Evermay Wealth Management held 1,632 shares of Vulcan Materials worth $444K as of Q1 2026.
Evermay Wealth Management sold 58 Vulcan Materials shares in Q1 2026, an estimated $17.1K.
Vulcan Materials made up 0.05% of Evermay Wealth Management's portfolio in Q1 2026, its #129 holding.
Evermay Wealth Management first reported a position in Vulcan Materials in Q1 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Vulcan Materials position peaked at $520K in Q3 2025.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.