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Forum Financial Management’s Valmont Industries VMI Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-694
Closed -$279K – 973
2025
Q4 		$279K Hold
694
– – ﹤0.01% 785
2025
Q3 		$269K Hold
694
– – ﹤0.01% 798
2025
Q2 		$227K Buy
+694
New +$213K ﹤0.01% 832

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Forum Financial Management sold out of Valmont Industries (VMI) in Q1 2026, closing a stake of 694 shares — an estimated $279K sold.

Forum Financial Management first reported a position in VMI in Q2 2025 and held it in 3 quarters. The position peaked at $279K in Q4 2025. 607 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Forum Financial Management reported no remaining Valmont Industries position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 694 Valmont Industries shares in Q1 2026, an estimated $279K.
  • Forum Financial Management first reported a position in Valmont Industries in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Valmont Industries position peaked at $279K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

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