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Greenline Wealth Management’s Vulcan Materials VMC Stock Holding History

Greenline Wealth Management’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 		– Sell
-53
Closed -$15.1K – 503
2025
Q4 		$15.1K Buy
+53
New +$15.5K 0.02% 301

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Vanguard Capital Management
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Vanguard Portfolio Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Greenline Wealth Management's VMC Position: Q1 2026 in Review

Greenline Wealth Management sold out of Vulcan Materials (VMC) in Q1 2026, closing a stake of 53 shares — an estimated $15.1K sold.

Greenline Wealth Management first reported a position in VMC in Q4 2025 and held it in 1 quarter. The position peaked at $15.1K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Greenline Wealth Management reported no remaining Vulcan Materials position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 53 Vulcan Materials shares in Q1 2026, an estimated $15.1K.
  • Greenline Wealth Management first reported a position in Vulcan Materials in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Vulcan Materials position peaked at $15.1K in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.