HWM
VMI icon

HB Wealth Management’s Valmont Industries VMI Stock Holding History

HB Wealth Management’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 		$319K Sell
553
-123
-18% -$61.9K ﹤0.01% 1346
2026
Q1 		$270K Buy
676
+36
+6% +$15.7K ﹤0.01% 1292
2025
Q4 		$257K Buy
640
+100
+19% +$40.7K ﹤0.01% 1218
2025
Q3 		$209K Buy
+540
New +$196K ﹤0.01% 1252

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

HB Wealth Management's VMI Position: Q2 2026 in Review

HB Wealth Management reduced its Valmont Industries (VMI) stake by 18% in Q2 2026, selling an estimated $61.9K and leaving 553 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

HB Wealth Management first reported a position in VMI in Q3 2025 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • HB Wealth Management held 553 shares of Valmont Industries worth $319K as of Q2 2026.
  • HB Wealth Management sold 123 Valmont Industries shares in Q2 2026, an estimated $61.9K.
  • Valmont Industries made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1346 holding.
  • HB Wealth Management first reported a position in Valmont Industries in Q3 2025 and has held it in 4 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.