IAA
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Independent Advisor Alliance’s Vulcan Materials VMC Stock Holding History

Independent Advisor Alliance’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 		$600K Buy
2,203
+80
+4% +$23.5K 0.01% 1036
2025
Q4 		$606K Sell
2,123
-1
-0% -$293 0.01% 595
2025
Q3 		$653K Buy
2,124
+24
+1% +$6.82K 0.02% 548
2025
Q2 		$548K Buy
2,100
+103
+5% +$26.5K 0.02% 560
2025
Q1 		$466K Buy
1,997
+21
+1% +$5.33K 0.02% 539
2024
Q4 		$508K Buy
1,976
+512
+35% +$138K 0.01% 959
2024
Q3 		$367K Sell
1,464
-40
-3% -$9.93K 0.01% 521
2024
Q2 		$374K Buy
1,504
+100
+7% +$25.8K 0.01% 521
2024
Q1 		$383K Sell
1,404
-5,007
-78% -$1.23M 0.01% 516
2023
Q4 		$1.46M Buy
6,411
+73
+1% +$15.5K 0.05% 258
2023
Q3 		$1.28M Sell
6,338
-889
-12% -$193K 0.06% 259
2023
Q2 		$1.63M Buy
7,227
+280
+4% +$53.7K 0.07% 230
2023
Q1 		$1.19M Buy
+6,947
New +$1.23M 0.06% 268
2021
Q3 		– Sell
-1,231
Closed -$214K – 672
2021
Q2 		$214K Buy
+1,231
New +$220K 0.01% 574
2020
Q1 		– Sell
-5,947
Closed -$856K – 850
2019
Q4 		$856K Buy
5,947
+263
+5% +$37.6K 0.04% 404
2019
Q3 		$860K Buy
+5,684
New +$802K 0.11% 173
2019
Q2 		– Sell
-3,457
Closed -$409K – 480
2019
Q1 		$409K Sell
3,457
-1
-0% -$108 0.06% 257
2018
Q4 		$342K Buy
+3,458
New +$351K 0.06% 263
2017
Q2 		– Sell
-2,879
Closed -$340K – 406
2017
Q1 		$340K Buy
2,879
+1,153
+67% +$141K 0.05% 280
2016
Q4 		$224K Buy
+1,726
New +$209K 0.1% 164

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

Independent Advisor Alliance's VMC Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vulcan Materials (VMC) stake by 3.8% in Q1 2026, buying an estimated $23.5K and bringing the position to 2,203 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #1036.

Independent Advisor Alliance first reported a position in VMC in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.63M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Independent Advisor Alliance held 2,203 shares of Vulcan Materials worth $600K as of Q1 2026.
  • Independent Advisor Alliance bought 80 Vulcan Materials shares in Q1 2026, an estimated $23.5K.
  • Vulcan Materials made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1036 holding.
  • Independent Advisor Alliance first reported a position in Vulcan Materials in Q4 2016 and has held it in 20 quarters since.
  • Independent Advisor Alliance's Vulcan Materials position peaked at $1.63M in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.