Financial Partners Group (Tennessee)’s Vulcan Materials VMC Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$1.84M	Buy	7,066 +809	+13%	+$208K	0.67%	36
2025 Q1	$1.46M	Buy	6,257 +344	+6%	+$87.4K	0.63%	37
2024 Q4	$1.52M	Sell	5,913 -120	-2%	-$32.3K	0.63%	39
2024 Q3	$1.51M	Buy	6,033 +116	+2%	+$28.8K	0.57%	46
2024 Q2	$1.47M	Sell	5,917 -1,492	-20%	-$386K	0.57%	46
2024 Q1	$2.02M	Sell	7,409 -571	-7%	-$141K	0.78%	33
2023 Q4	$1.81M	Sell	7,980 -117	-1%	-$24.8K	0.82%	32
2023 Q3	$1.64M	Sell	8,097 -1,708	-17%	-$372K	0.78%	33
2023 Q2	$2.21M	Buy	9,805 +409	+4%	+$78.4K	1.11%	27
2023 Q1	$1.61M	Sell	9,396 -106	-1%	-$18.8K	0.84%	30
2022 Q4	$1.66M	Buy	+9,502	New	+$1.62M	0.98%	27

Other funds holding VMC

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Partners Group (Tennessee)'s VMC Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Vulcan Materials (VMC) stake by 13% in Q2 2025, buying an estimated $208K and bringing the position to 7,066 shares worth $1.84M. The position accounts for 0.67% of the portfolio, ranked #36.

Financial Partners Group (Tennessee) first reported a position in VMC in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.21M in Q2 2023. 962 funds tracked by Wall St. Rank hold VMC as of Q2 2025.

Financial Partners Group (Tennessee) held 7,066 shares of Vulcan Materials worth $1.84M as of Q2 2025.
Financial Partners Group (Tennessee) bought 809 Vulcan Materials shares in Q2 2025, an estimated $208K.
Vulcan Materials made up 0.67% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #36 holding.
Financial Partners Group (Tennessee) first reported a position in Vulcan Materials in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s Vulcan Materials position peaked at $2.21M in Q2 2023.
962 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.