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Heritage Trust’s Vulcan Materials VMC Stock Holding History

Heritage Trust’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
Q1 		$835K Hold
3,068
– – 0.08% 178
2025
Q4 		$875K Sell
3,068
-31
-1% -$9.09K 0.09% 176
2025
Q3 		$953K Hold
3,099
– – 0.1% 170
2025
Q2 		$808K Sell
3,099
-227
-7% -$58.4K 0.09% 174
2025
Q1 		$776K Sell
3,326
-612
-16% -$155K 0.09% 172
2024
Q4 		$1.01M Buy
+3,938
New +$1.06M 0.12% 150
2024
Q2 		$1.23M Sell
4,934
-313
-6% -$80.9K 0.16% 134
2024
Q1 		$1.43M Sell
5,247
-795
-13% -$196K 0.19% 126
2023
Q4 		$1.37M Hold
6,042
– – 0.19% 121
2023
Q3 		$1.22M Sell
6,042
-107
-2% -$23.3K 0.19% 118
2023
Q2 		$1.39M Sell
6,149
-394
-6% -$75.5K 0.2% 111
2023
Q1 		$1.12M Hold
6,543
– – 0.18% 119
2022
Q4 		$1.15M Sell
6,543
-58
-0.9% -$9.92K 0.19% 118
2022
Q3 		$1.04M Sell
6,601
-260
-4% -$42.2K 0.18% 121
2022
Q2 		$975K Sell
6,861
-73
-1% -$12.1K 0.16% 134
2022
Q1 		$1.27M Sell
6,934
-240
-3% -$44.8K 0.18% 121
2021
Q4 		$1.49M Sell
7,174
-55
-0.8% -$10.7K 0.19% 113
2021
Q3 		$1.22M Sell
7,229
-192
-3% -$34.4K 0.17% 122
2021
Q2 		$1.29M Buy
7,421
+10
+0.1% +$1.79K 0.18% 114
2021
Q1 		$1.25M Sell
7,411
-65
-0.9% -$10.5K 0.19% 111
2020
Q4 		$1.11M Sell
7,476
-41
-0.5% -$5.85K 0.18% 114
2020
Q3 		$1.02M Sell
7,517
-28
-0.4% -$3.52K 0.19% 110
2020
Q2 		$874K Buy
7,545
+588
+8% +$64.4K 0.17% 119
2020
Q1 		$752K Buy
6,957
+2,993
+76% +$382K 0.19% 106
2019
Q4 		$571K Buy
3,964
+838
+27% +$120K 0.11% 129
2019
Q3 		$473K Buy
+3,126
New +$441K 0.1% 140

Other funds holding VMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Heritage Trust's VMC Position: Q1 2026 in Review

Heritage Trust held its Vulcan Materials (VMC) position steady in Q1 2026 at 3,068 shares worth $835K. The position accounts for 0.08% of the portfolio, ranked #178.

Heritage Trust first reported a position in VMC in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.49M in Q4 2021. 1,027 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Heritage Trust held 3,068 shares of Vulcan Materials worth $835K as of Q1 2026.
  • Heritage Trust left its Vulcan Materials share count unchanged in Q1 2026.
  • Vulcan Materials made up 0.08% of Heritage Trust's portfolio in Q1 2026, its #178 holding.
  • Heritage Trust first reported a position in Vulcan Materials in Q3 2019 and has held it in 26 quarters since.
  • Heritage Trust's Vulcan Materials position peaked at $1.49M in Q4 2021.
  • 1,027 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.