Impax Asset Management Group’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $131M | Sell |
226,080
-995
| -0.4% | -$500K | 0.85% | 37 |
|
|
2026
Q1 | $90.7M | Sell |
227,075
-33,663
| -13% | -$14.7M | 0.63% | 45 |
|
|
2025
Q4 | $105M | Sell |
260,738
-38,753
| -13% | -$15.8M | 0.66% | 49 |
|
|
2025
Q3 | $116M | Sell |
299,491
-14,097
| -4% | -$5.13M | 0.68% | 49 |
|
|
2025
Q2 | $102M | Buy |
313,588
+2,500
| +0.8% | +$767K | 0.59% | 58 |
|
|
2025
Q1 | $88.8M | Sell |
311,088
-11,388
| -4% | -$3.71M | 0.53% | 62 |
|
|
2024
Q4 | $98.9M | Sell |
322,476
-139,237
| -30% | -$44.9M | 0.45% | 69 |
|
|
2024
Q3 | $134M | Sell |
461,713
-31,235
| -6% | -$8.75M | 0.53% | 61 |
|
|
2024
Q2 | $135M | Sell |
492,948
-448,420
| -48% | -$109M | 0.55% | 60 |
|
|
2024
Q1 | $215M | Buy |
941,368
+139,012
| +17% | +$31.1M | 0.82% | 41 |
|
|
2023
Q4 | $187M | Buy |
802,356
+5,109
| +0.6% | +$1.12M | 0.75% | 52 |
|
|
2023
Q3 | $192M | Buy |
797,247
+146,798
| +23% | +$37.7M | 0.86% | 40 |
|
|
2023
Q2 | $189M | Buy |
650,449
+30,436
| +5% | +$8.79M | 0.76% | 45 |
|
|
2023
Q1 | $198M | Buy |
620,013
+21,728
| +4% | +$6.93M | 0.83% | 43 |
|
|
2022
Q4 | $198M | Sell |
598,285
-214,059
| -26% | -$67.9M | 0.89% | 41 |
|
|
2022
Q3 | $218M | Sell |
812,344
-73,100
| -8% | -$19.3M | 1.12% | 30 |
|
|
2022
Q2 | $199M | Sell |
885,444
-102,433
| -10% | -$25.1M | 0.97% | 38 |
|
|
2022
Q1 | $236M | Buy |
987,877
+170,848
| +21% | +$38.8M | 0.97% | 35 |
|
|
2021
Q4 | $205M | Buy |
817,029
+16,205
| +2% | +$3.97M | 0.75% | 54 |
|
|
2021
Q3 | $188M | Buy |
800,824
+50,457
| +7% | +$12M | 0.77% | 51 |
|
|
2021
Q2 | $177M | Sell |
750,367
-6,076
| -0.8% | -$1.47M | 0.78% | 50 |
|
|
2021
Q1 | $180M | Sell |
756,443
-192,348
| -20% | -$42.7M | 0.92% | 37 |
|
|
2020
Q4 | $166M | Sell |
948,791
-42,766
| -4% | -$6.66M | 1.06% | 38 |
|
|
2020
Q3 | $123M | Sell |
991,557
-49,470
| -5% | -$6.08M | 1.08% | 35 |
|
|
2020
Q2 | $118M | Buy |
1,041,027
+29,200
| +3% | +$3.24M | 1.21% | 26 |
|
|
2020
Q1 | $107M | Buy |
1,011,827
+156,350
| +18% | +$20.3M | 1.43% | 18 |
|
|
2019
Q4 | $128M | Hold |
855,477
| – | – | 1.43% | 23 |
|
|
2019
Q3 | $118M | Sell |
855,477
-30,135
| -3% | -$4.04M | 1.54% | 20 |
|
|
2019
Q2 | $112M | Buy |
885,612
+150,115
| +20% | +$18.7M | 1.46% | 23 |
|
|
2019
Q1 | $95.7M | Buy |
735,497
+66,630
| +10% | +$8.59M | 1.32% | 25 |
|
|
2018
Q4 | $74.2M | Buy |
668,867
+14,797
| +2% | +$1.84M | 1.21% | 27 |
|
|
2018
Q3 | $90.6M | Buy |
+654,070
| New | +$92.1M | 1.3% | 22 |
|
Other funds holding VMI
Impax Asset Management Group's VMI Position: Q2 2026 in Review
Impax Asset Management Group reduced its Valmont Industries (VMI) stake by 0.44% in Q2 2026, selling an estimated $500K and leaving 226,080 shares worth $131M. The position accounts for 0.85% of the portfolio, ranked #37.
Impax Asset Management Group first reported a position in VMI in Q3 2018 and has held it in 32 quarters since. The position peaked at $236M in Q1 2022. 651 funds tracked by Wall St. Rank hold VMI as of Q2 2026.
- Impax Asset Management Group held 226,080 shares of Valmont Industries worth $131M as of Q2 2026.
- Impax Asset Management Group sold 995 Valmont Industries shares in Q2 2026, an estimated $500K.
- Valmont Industries made up 0.85% of Impax Asset Management Group's portfolio in Q2 2026, its #37 holding.
- Impax Asset Management Group first reported a position in Valmont Industries in Q3 2018 and has held it in 32 quarters since.
- Impax Asset Management Group's Valmont Industries position peaked at $236M in Q1 2022.
- 651 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.
Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.