Franklin Resources
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Franklin Resources’s Valmont Industries VMI Stock Holding History

Franklin Resources’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
Q2 		$150M Sell
259,068
-140,581
-35% -$70.7M 0.03% 370
2026
Q1 		$160M Buy
399,649
+660
+0.2% +$288K 0.04% 344
2025
Q4 		$161M Sell
398,989
-105,690
-21% -$43M 0.04% 351
2025
Q3 		$196M Sell
504,679
-21,211
-4% -$7.71M 0.05% 309
2025
Q2 		$172M Buy
525,890
+13,578
+3% +$4.16M 0.05% 341
2025
Q1 		$146M Buy
512,312
+10,120
+2% +$3.3M 0.04% 363
2024
Q4 		$154M Buy
502,192
+94,884
+23% +$30.6M 0.04% 358
2024
Q3 		$124M Buy
407,308
+148,811
+58% +$41.7M 0.03% 396
2024
Q2 		$70.9M Buy
258,497
+257,256
+20,730% +$62.7M 0.02% 463
2024
Q1 		$283K Buy
1,241
+9
+0.7% +$2.01K ﹤0.01% 2483
2023
Q4 		$288K Sell
1,232
-82
-6% -$18K ﹤0.01% 2194
2023
Q3 		$316K Buy
1,314
+240
+22% +$61.7K ﹤0.01% 2133
2023
Q2 		$313K Sell
1,074
-2,433
-69% -$703K ﹤0.01% 2191
2023
Q1 		$1.12M Buy
+3,507
New +$1.12M ﹤0.01% 1476

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Franklin Resources's VMI Position: Q2 2026 in Review

Franklin Resources reduced its Valmont Industries (VMI) stake by 35% in Q2 2026, selling an estimated $70.7M and leaving 259,068 shares worth $150M. The position accounts for 0.03% of the portfolio, ranked #370.

Franklin Resources first reported a position in VMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $196M in Q3 2025. 651 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Franklin Resources held 259,068 shares of Valmont Industries worth $150M as of Q2 2026.
  • Franklin Resources sold 140,581 Valmont Industries shares in Q2 2026, an estimated $70.7M.
  • Valmont Industries made up 0.03% of Franklin Resources's portfolio in Q2 2026, its #370 holding.
  • Franklin Resources first reported a position in Valmont Industries in Q1 2023 and has held it in 14 quarters since.
  • Franklin Resources's Valmont Industries position peaked at $196M in Q3 2025.
  • 651 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.