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Forvis Mazars Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Forvis Mazars Wealth Advisors’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 		$373K Buy
1,370
+46
+3% +$13.5K 0.01% 326
2025
Q4 		$378K Buy
1,324
+63
+5% +$18.5K 0.01% 321
2025
Q3 		$388K Sell
1,261
-38
-3% -$10.8K 0.01% 323
2025
Q2 		$339K Sell
1,299
-86
-6% -$22.1K 0.01% 340
2025
Q1 		$323K Sell
1,385
-2
-0.1% -$508 0.01% 339
2024
Q4 		$357K Buy
1,387
+2
+0.1% +$538 0.01% 355
2024
Q3 		$347K Sell
1,385
-4
-0.3% -$993 0.01% 363
2024
Q2 		$345K Buy
+1,389
New +$359K 0.01% 333
2021
Q1 		– Sell
-3,080
Closed -$457K – 350
2020
Q4 		$457K Sell
3,080
-1,106
-26% -$158K 0.02% 241
2020
Q3 		$567K Buy
4,186
+80
+2% +$10.1K 0.03% 193
2020
Q2 		$476K Buy
4,106
+973
+31% +$107K 0.03% 203
2020
Q1 		$339K Buy
3,133
+117
+4% +$14.9K 0.03% 211
2019
Q4 		$434K Buy
3,016
+81
+3% +$11.6K 0.03% 206
2019
Q3 		$444K Buy
2,935
+9
+0.3% +$1.27K 0.04% 187
2019
Q2 		$402K Sell
2,926
-448
-13% -$57.2K 0.03% 186
2019
Q1 		$399K Buy
3,374
+27
+0.8% +$2.92K 0.03% 184
2018
Q4 		$331K Sell
3,347
-154
-4% -$15.6K 0.03% 172
2018
Q3 		$389K Buy
3,501
+1,087
+45% +$126K 0.03% 172
2018
Q2 		$312K Buy
+2,414
New +$298K 0.03% 189

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

Forvis Mazars Wealth Advisors's VMC Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Vulcan Materials (VMC) stake by 3.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 1,370 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #326.

Forvis Mazars Wealth Advisors first reported a position in VMC in Q2 2018 and has held it in 19 quarters since. The position peaked at $567K in Q3 2020. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 1,370 shares of Vulcan Materials worth $373K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 46 Vulcan Materials shares in Q1 2026, an estimated $13.5K.
  • Vulcan Materials made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #326 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vulcan Materials in Q2 2018 and has held it in 19 quarters since.
  • Forvis Mazars Wealth Advisors's Vulcan Materials position peaked at $567K in Q3 2020.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.