Impax Asset Management Group
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Impax Asset Management Group’s Valmont Industries VMI Stock Holding History

Impax Asset Management Group’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Impax Asset Management Group's VMI Position: Q1 2026 in Review

Impax Asset Management Group reduced its Valmont Industries (VMI) stake by 13% in Q1 2026, selling an estimated $14.7M and leaving 227,075 shares worth $90.7M. The position accounts for 0.63% of the portfolio, ranked #45.

Impax Asset Management Group first reported a position in VMI in Q3 2018 and has held it in 31 quarters since. The position peaked at $236M in Q1 2022. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Impax Asset Management Group held 227,075 shares of Valmont Industries worth $90.7M as of Q1 2026.
  • Impax Asset Management Group sold 33,663 Valmont Industries shares in Q1 2026, an estimated $14.7M.
  • Valmont Industries made up 0.63% of Impax Asset Management Group's portfolio in Q1 2026, its #45 holding.
  • Impax Asset Management Group first reported a position in Valmont Industries in Q3 2018 and has held it in 31 quarters since.
  • Impax Asset Management Group's Valmont Industries position peaked at $236M in Q1 2022.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Impax Asset Management Group's 13F filing for Q1 2026, filed 12 May 2026.