Helen Stephens Group
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Helen Stephens Group’s Vulcan Materials VMC Stock Holding History

Helen Stephens Group’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
Q3 		– Sell
-732
Closed -$216K – 141
2026
Q2 		$216K Buy
+732
New +$210K 0.04% 128

Other funds holding VMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Helen Stephens Group's VMC Position: Q3 2026 in Review

Helen Stephens Group sold out of Vulcan Materials (VMC) in Q3 2026, closing a stake of 732 shares — an estimated $216K sold.

Helen Stephens Group first reported a position in VMC in Q2 2026 and held it in 1 quarter. The position peaked at $216K in Q2 2026. 457 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

  • Helen Stephens Group reported no remaining Vulcan Materials position as of Q3 2026 after selling out during the quarter.
  • Helen Stephens Group sold 732 Vulcan Materials shares in Q3 2026, an estimated $216K.
  • Helen Stephens Group first reported a position in Vulcan Materials in Q2 2026 and held it in 1 quarter.
  • Helen Stephens Group's Vulcan Materials position peaked at $216K in Q2 2026.
  • 457 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.