Goepper Burkhardt’s Vulcan Materials VMC Stock Holding History

Goepper Burkhardt’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	$300K	Sell	1,100 -346	-24%	-$102K	0.1%	79
2025 Q4	$413K	Hold	1,446	–	–	0.13%	67
2025 Q3	$445K	Sell	1,446 -60	-4%	-$17K	0.15%	64
2025 Q2	$393K	Sell	1,506 -952	-39%	-$245K	0.14%	69
2025 Q1	$574K	Sell	2,458 -325	-12%	-$82.5K	0.23%	51
2024 Q4	$716K	Sell	2,783 -573	-17%	-$154K	0.29%	38
2024 Q3	$841K	Buy	3,356 +6	+0.2%	+$1.49K	0.35%	38
2024 Q2	$833K	Buy	3,350 +6	+0.2%	+$1.55K	0.38%	35
2024 Q1	$910K	Buy	3,344 +6	+0.2%	+$1.48K	0.42%	32
2023 Q4	$801K	Buy	+3,338	New	+$707K	0.4%	32
2022 Q3	–	Sell	-3,293	Closed	-$468K	–	61
2022 Q2	$468K	Buy	+3,293	New	+$544K	0.33%	34

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goepper Burkhardt's VMC Position: Q1 2026 in Review

Goepper Burkhardt reduced its Vulcan Materials (VMC) stake by 24% in Q1 2026, selling an estimated $102K and leaving 1,100 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #79.

Goepper Burkhardt first reported a position in VMC in Q2 2022 and has held it in 11 quarters since. The position peaked at $910K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Goepper Burkhardt held 1,100 shares of Vulcan Materials worth $300K as of Q1 2026.
Goepper Burkhardt sold 346 Vulcan Materials shares in Q1 2026, an estimated $102K.
Vulcan Materials made up 0.1% of Goepper Burkhardt's portfolio in Q1 2026, its #79 holding.
Goepper Burkhardt first reported a position in Vulcan Materials in Q2 2022 and has held it in 11 quarters since.
Goepper Burkhardt's Vulcan Materials position peaked at $910K in Q1 2024.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.