Financial Gravity Asset Management’s Valmont Industries VMI Stock Holding History

Financial Gravity Asset 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
2025 Q1	$571	Buy	+2	New	+$652	﹤0.01%	922
2019 Q4	$150K	Hold	1	–	–	0.1%	184
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1572
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1688
2019 Q1	$0	Buy	+1	New	+$129	﹤0.01%	1560
2018 Q3	$0	Hold	1	–	–	﹤0.01%	1636
2018 Q2	$0	Hold	1	–	–	﹤0.01%	1621
2018 Q1	$0	Buy	+1	New	+$156	﹤0.01%	1510

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's VMI Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Valmont Industries (VMI) in Q1 2025: 2 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in VMI as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in VMI in Q1 2018 and has held it in 8 quarters since. The position peaked at $150K in Q4 2019. 502 funds tracked by Wall St. Rank hold VMI as of Q1 2025.

Financial Gravity Asset Management held 2 shares of Valmont Industries worth $571 as of Q1 2025.
Valmont Industries was a new Financial Gravity Asset Management position in Q1 2025.
Valmont Industries made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #922 holding.
Financial Gravity Asset Management first reported a position in Valmont Industries in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Valmont Industries position peaked at $150K in Q4 2019.
502 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.