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Guardian Wealth Advisors (North Carolina)’s Valmont Industries VMI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$2.43M Hold
6,089
– – 0.15% 91
2025
Q4 		$2.45M Sell
6,089
-101
-2% -$41.1K 0.15% 88
2025
Q3 		$2.4M Hold
6,190
– – 0.16% 89
2025
Q2 		$2.02M Sell
6,190
-8
-0.1% -$2.45K 0.14% 95
2025
Q1 		$1.77M Hold
6,198
– – 0.14% 94
2024
Q4 		$1.9M Buy
+6,198
New +$2M 0.15% 89

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VMI Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Valmont Industries (VMI) position steady in Q1 2026 at 6,089 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #91.

Guardian Wealth Advisors (North Carolina) first reported a position in VMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.45M in Q4 2025. 603 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 6,089 shares of Valmont Industries worth $2.43M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) left its Valmont Industries share count unchanged in Q1 2026.
  • Valmont Industries made up 0.15% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #91 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Valmont Industries in Q4 2024 and has held it in 6 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Valmont Industries position peaked at $2.45M in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.