GoalVest Advisory’s Vulcan Materials VMC Stock Holding History

GoalVest Advisory’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 Q2	$21.5K	Hold	73	–	–	﹤0.01%	297
2026 Q1	$19.9K	Hold	73	–	–	﹤0.01%	330
2025 Q4	$20.8K	Buy	+73	New	+$21.4K	﹤0.01%	348
2024 Q4	–	Sell	-501	Closed	-$125K	–	435
2024 Q3	$125K	Buy	+501	New	+$124K	0.04%	130
2024 Q1	–	Sell	-57	Closed	-$12.9K	–	478
2023 Q4	$12.9K	Hold	57	–	–	0.01%	241
2023 Q3	$11.5K	Hold	57	–	–	0.01%	264
2023 Q2	$12.8K	Hold	57	–	–	0.01%	233
2023 Q1	$9.78K	Sell	57 -160	-74%	-$28.4K	0.01%	187
2022 Q4	$38K	Hold	217	–	–	0.02%	123
2022 Q3	$34K	Sell	217 -3,249	-94%	-$528K	0.02%	128
2022 Q2	$501K	Sell	3,466 -142	-4%	-$23.4K	0.32%	93
2022 Q1	$663K	Buy	+3,608	New	+$673K	0.37%	78
2021 Q2	$724K	Buy	4,159 +165	+4%	+$29.5K	0.45%	61
2021 Q1	$674K	Buy	3,994 +62	+2%	+$10.1K	0.5%	67
2020 Q4	$583K	Buy	+3,932	New	+$561K	0.49%	63

Other funds holding VMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

GoalVest Advisory's VMC Position: Q2 2026 in Review

GoalVest Advisory held its Vulcan Materials (VMC) position steady in Q2 2026 at 73 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

GoalVest Advisory first reported a position in VMC in Q4 2020 and has held it in 15 quarters since. The position peaked at $724K in Q2 2021. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

GoalVest Advisory held 73 shares of Vulcan Materials worth $21.5K as of Q2 2026.
GoalVest Advisory left its Vulcan Materials share count unchanged in Q2 2026.
Vulcan Materials made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #297 holding.
GoalVest Advisory first reported a position in Vulcan Materials in Q4 2020 and has held it in 15 quarters since.
GoalVest Advisory's Vulcan Materials position peaked at $724K in Q2 2021.
1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.