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Heritage Family Offices’s Vulcan Materials VMC Stock Holding History

Heritage Family Offices’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
Q2 		$314K Sell
1,066
-949
-47% -$272K 0.12% 142
2026
Q1 		$549K Sell
2,015
-1,588
-44% -$467K 0.24% 97
2025
Q4 		$1.03M Sell
3,603
-317
-8% -$93K 0.47% 51
2025
Q3 		$1.21M Sell
3,920
-13
-0.3% -$3.69K 0.56% 41
2025
Q2 		$916K Hold
3,933
– – 0.46% 53
2025
Q1 		$918K Buy
3,933
+68
+2% +$17.3K 0.47% 53
2024
Q4 		$994K Buy
+3,865
New +$1.04M 0.5% 45

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Heritage Family Offices's VMC Position: Q2 2026 in Review

Heritage Family Offices reduced its Vulcan Materials (VMC) stake by 47% in Q2 2026, selling an estimated $272K and leaving 1,066 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #142.

Heritage Family Offices first reported a position in VMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Heritage Family Offices held 1,066 shares of Vulcan Materials worth $314K as of Q2 2026.
  • Heritage Family Offices sold 949 Vulcan Materials shares in Q2 2026, an estimated $272K.
  • Vulcan Materials made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #142 holding.
  • Heritage Family Offices first reported a position in Vulcan Materials in Q4 2024 and has held it in 7 quarters since.
  • Heritage Family Offices's Vulcan Materials position peaked at $1.21M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.