Integrated Wealth Concepts’s Vulcan Materials VMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$697K Buy
2,560
+1,553
+154% +$457K 0.01% 1335
2025
Q4
$287K Sell
1,007
-651
-39% -$191K ﹤0.01% 1344
2025
Q3
$510K Sell
1,658
-541
-25% -$154K ﹤0.01% 1329
2025
Q2
$574K Buy
2,199
+834
+61% +$214K 0.01% 1196
2025
Q1
$318K Sell
1,365
-81
-6% -$20.6K ﹤0.01% 1378
2024
Q4
$372K Buy
1,446
+369
+34% +$99.2K ﹤0.01% 1255
2024
Q3
$270K Sell
1,077
-7
-0.6% -$1.74K ﹤0.01% 1411
2024
Q2
$270K Buy
1,084
+26
+2% +$6.72K ﹤0.01% 1373
2024
Q1
$289K Buy
1,058
+69
+7% +$17K ﹤0.01% 1341
2023
Q4
$225K Sell
989
-2
-0.2% -$424 ﹤0.01% 1413
2023
Q3
$200K Buy
991
+12
+1% +$2.61K ﹤0.01% 1419
2023
Q2
$221K Buy
+979
New +$188K ﹤0.01% 1379

Other funds holding VMC

Integrated Wealth Concepts's VMC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Vulcan Materials (VMC) stake by 154% in Q1 2026, buying an estimated $457K and bringing the position to 2,560 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #1335.

Integrated Wealth Concepts first reported a position in VMC in Q2 2023 and has held it in 12 quarters since. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Integrated Wealth Concepts held 2,560 shares of Vulcan Materials worth $697K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,553 Vulcan Materials shares in Q1 2026, an estimated $457K.
  • Vulcan Materials made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1335 holding.
  • Integrated Wealth Concepts first reported a position in Vulcan Materials in Q2 2023 and has held it in 12 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.