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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
Q3 		$17.9K Hold
73
– – ﹤0.01% 331
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GoalVest Advisory's VMC Position: Q3 2026 in Review

GoalVest Advisory held its Vulcan Materials (VMC) position steady in Q3 2026 at 73 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

GoalVest Advisory first reported a position in VMC in Q4 2020 and has held it in 16 quarters since. The position peaked at $724K in Q2 2021. 42 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

  • GoalVest Advisory held 73 shares of Vulcan Materials worth $17.9K as of Q3 2026.
  • GoalVest Advisory left its Vulcan Materials share count unchanged in Q3 2026.
  • Vulcan Materials made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #331 holding.
  • GoalVest Advisory first reported a position in Vulcan Materials in Q4 2020 and has held it in 16 quarters since.
  • GoalVest Advisory's Vulcan Materials position peaked at $724K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.