First Manhattan
VMI icon

First Manhattan’s Valmont Industries VMI Stock Holding History

First Manhattan’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
Q1 		$892K Hold
2,229
– – ﹤0.01% 457
2025
Q4 		$897K Buy
+2,229
New +$907K ﹤0.01% 455
2023
Q4 		– Sell
-1
Closed -$240 – 1578
2023
Q3 		$240 Buy
+1
New +$257 ﹤0.01% 1419

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Manhattan's VMI Position: Q1 2026 in Review

First Manhattan held its Valmont Industries (VMI) position steady in Q1 2026 at 2,229 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

First Manhattan first reported a position in VMI in Q3 2023 and has held it in 3 quarters since. The position peaked at $897K in Q4 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • First Manhattan held 2,229 shares of Valmont Industries worth $892K as of Q1 2026.
  • First Manhattan left its Valmont Industries share count unchanged in Q1 2026.
  • Valmont Industries made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #457 holding.
  • First Manhattan first reported a position in Valmont Industries in Q3 2023 and has held it in 3 quarters since.
  • First Manhattan's Valmont Industries position peaked at $897K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.