EWA
VMC icon

Exencial Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Exencial Wealth Advisors’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 		$734K Sell
2,694
-83
-3% -$24.4K 0.02% 337
2025
Q4 		$792K Buy
2,777
+58
+2% +$17K 0.03% 329
2025
Q3 		$836K Buy
2,719
+142
+6% +$40.3K 0.03% 313
2025
Q2 		$672K Buy
+2,577
New +$663K 0.02% 338

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Exencial Wealth Advisors's VMC Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Vulcan Materials (VMC) stake by 3% in Q1 2026, selling an estimated $24.4K and leaving 2,694 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #337.

Exencial Wealth Advisors first reported a position in VMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $836K in Q3 2025. 1,032 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Exencial Wealth Advisors held 2,694 shares of Vulcan Materials worth $734K as of Q1 2026.
  • Exencial Wealth Advisors sold 83 Vulcan Materials shares in Q1 2026, an estimated $24.4K.
  • Vulcan Materials made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #337 holding.
  • Exencial Wealth Advisors first reported a position in Vulcan Materials in Q2 2025 and has held it in 4 quarters since.
  • Exencial Wealth Advisors's Vulcan Materials position peaked at $836K in Q3 2025.
  • 1,032 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.