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Hamel Associates’s Valmont Industries VMI Stock Holding History

Hamel Associates’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
Q2 		$713K Sell
1,235
-85
-6% -$42.7K 0.2% 64
2026
Q1 		$527K Hold
1,320
– – 0.15% 64
2025
Q4 		$531K Sell
1,320
-845
-39% -$344K 0.16% 59
2025
Q3 		$839K Hold
2,165
– – 0.26% 53
2025
Q2 		$707K Sell
2,165
-315
-13% -$96.6K 0.24% 55
2025
Q1 		$708K Sell
2,480
-610
-20% -$199K 0.24% 58
2024
Q4 		$948K Sell
3,090
-919
-23% -$296K 0.31% 58
2024
Q3 		$1.16M Sell
4,009
-20,669
-84% -$5.79M 0.36% 52
2024
Q2 		$6.77M Sell
24,678
-445
-2% -$108K 2.13% 22
2024
Q1 		$5.74M Buy
25,123
+855
+4% +$191K 1.84% 24
2023
Q4 		$5.67M Buy
24,268
+1,661
+7% +$365K 2% 22
2023
Q3 		$5.43M Buy
22,607
+260
+1% +$66.8K 1.98% 20
2023
Q2 		$6.5M Buy
22,347
+7,392
+49% +$2.14M 2.28% 17
2023
Q1 		$4.77M Sell
14,955
-115
-0.8% -$36.7K 1.65% 24
2022
Q4 		$4.98M Sell
15,070
-250
-2% -$79.3K 1.73% 24
2022
Q3 		$4.12M Sell
15,320
-495
-3% -$131K 1.63% 24
2022
Q2 		$3.55M Buy
15,815
+170
+1% +$41.6K 1.4% 25
2022
Q1 		$3.73M Sell
15,645
-393
-2% -$89.4K 1.33% 28
2021
Q4 		$4.02M Buy
16,038
+150
+0.9% +$36.8K 1.44% 26
2021
Q3 		$3.74M Sell
15,888
-162
-1% -$38.5K 1.46% 26
2021
Q2 		$3.79M Sell
16,050
-600
-4% -$145K 1.44% 29
2021
Q1 		$3.96M Buy
16,650
+120
+0.7% +$26.6K 1.53% 29
2020
Q4 		$2.89M Hold
16,530
– – 1.18% 35
2020
Q3 		$2.05M Buy
+16,530
New +$2.03M 0.91% 36
2019
Q1 		– Sell
-4,845
Closed -$538K – 93
2018
Q4 		$538K Sell
4,845
-10,280
-68% -$1.28M 0.27% 66
2018
Q3 		$2.1M Sell
15,125
-880
-5% -$124K 0.91% 39
2018
Q2 		$2.41M Buy
16,005
+5,870
+58% +$858K 1.11% 30
2018
Q1 		$1.48K Sell
10,135
-2,200
-18% -$344K 0.1% 44
2017
Q4 		$2.04M Hold
12,335
– – 0.97% 35
2017
Q3 		$1.95M Hold
12,335
– – 0.95% 35
2017
Q2 		$1.84M Sell
12,335
-25
-0.2% -$3.76K 0.93% 37
2017
Q1 		$1.92M Buy
12,360
+1,500
+14% +$222K 0.98% 40
2016
Q4 		$1.53M Hold
10,860
– – 0.79% 39
2016
Q3 		$1.46M Sell
10,860
-400
-4% -$52.7K 0.77% 41
2016
Q2 		$1.52M Hold
11,260
– – 0.79% 44
2016
Q1 		$1.39M Sell
11,260
-550
-5% -$61K 0.74% 45
2015
Q4 		$1.25M Sell
11,810
-269
-2% -$29.2K 0.8% 40
2015
Q3 		$1.15M Sell
12,079
-75
-0.6% -$8.2K 0.81% 41
2015
Q2 		$1.45M Buy
12,154
+3,175
+35% +$391K 0.95% 39
2015
Q1 		$1.1M Buy
+8,979
New +$1.1M 0.73% 50

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PTB
Pioneer Trust Bank Salem, Oregon $441M AUM 21.13% 1-Year Est. Return

Hamel Associates's VMI Position: Q2 2026 in Review

Hamel Associates reduced its Valmont Industries (VMI) stake by 6.4% in Q2 2026, selling an estimated $42.7K and leaving 1,235 shares worth $713K. The position accounts for 0.2% of the portfolio, ranked #64.

Hamel Associates first reported a position in VMI in Q1 2015 and has held it in 40 quarters since. The position peaked at $6.77M in Q2 2024. 212 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Hamel Associates held 1,235 shares of Valmont Industries worth $713K as of Q2 2026.
  • Hamel Associates sold 85 Valmont Industries shares in Q2 2026, an estimated $42.7K.
  • Valmont Industries made up 0.2% of Hamel Associates's portfolio in Q2 2026, its #64 holding.
  • Hamel Associates first reported a position in Valmont Industries in Q1 2015 and has held it in 40 quarters since.
  • Hamel Associates's Valmont Industries position peaked at $6.77M in Q2 2024.
  • 212 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.