FFM
VMC icon

Forum Financial Management’s Vulcan Materials VMC Stock Holding History

Forum Financial 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 		– Sell
-2,028
Closed -$578K – 972
2025
Q4 		$578K Sell
2,028
-18
-0.9% -$5.28K 0.01% 413
2025
Q3 		$629K Buy
2,046
+167
+9% +$47.4K 0.01% 370
2025
Q2 		$490K Buy
1,879
+361
+24% +$92.8K 0.01% 419
2025
Q1 		$354K Buy
1,518
+3
+0.2% +$762 0.01% 505
2024
Q4 		$390K Buy
1,515
+101
+7% +$27.2K 0.01% 491
2024
Q3 		$354K Buy
1,414
+1
+0.1% +$248 0.01% 447
2024
Q2 		$351K Buy
1,413
+1
+0.1% +$258 0.01% 419
2024
Q1 		$385K Buy
1,412
+5
+0.4% +$1.23K 0.01% 412
2023
Q4 		$319K Hold
1,407
– – 0.01% 431
2023
Q3 		$284K Hold
1,407
– – 0.01% 437
2023
Q2 		$317K Hold
1,407
– – 0.01% 415
2023
Q1 		$241K Buy
1,407
+68
+5% +$12.1K 0.01% 473
2022
Q4 		$234K Sell
1,339
-93
-6% -$15.9K 0.01% 486
2022
Q3 		$226K Sell
1,432
-957
-40% -$155K 0.01% 456
2022
Q2 		$339K Buy
2,389
+1,221
+105% +$202K 0.02% 319
2022
Q1 		$214K Hold
1,168
– – 0.01% 539
2021
Q4 		$242K Buy
+1,168
New +$226K 0.01% 524

Other funds holding VMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Forum Financial Management's VMC Position: Q1 2026 in Review

Forum Financial Management sold out of Vulcan Materials (VMC) in Q1 2026, closing a stake of 2,028 shares — an estimated $578K sold.

Forum Financial Management first reported a position in VMC in Q4 2021 and held it in 17 quarters. The position peaked at $629K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Forum Financial Management reported no remaining Vulcan Materials position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,028 Vulcan Materials shares in Q1 2026, an estimated $578K.
  • Forum Financial Management first reported a position in Vulcan Materials in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Vulcan Materials position peaked at $629K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.