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Investment Advisory Group’s Vulcan Materials VMC Stock Holding History

Investment Advisory Group’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
Q2 		$215K Buy
+729
New +$209K 0.05% 206
2026
Q1 		– Sell
-710
Closed -$203K – 200
2025
Q4 		$203K Sell
710
-94
-12% -$27.6K 0.05% 192
2025
Q3 		$247K Sell
804
-2
-0.2% -$568 0.07% 163
2025
Q2 		$210K Buy
+806
New +$207K 0.06% 169

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Investment Advisory Group's VMC Position: Q2 2026 in Review

Investment Advisory Group opened a new position in Vulcan Materials (VMC) in Q2 2026: 729 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #206 among its holdings. This is a return to the name: Investment Advisory Group previously reported a position in VMC as recently as Q4 2025.

Investment Advisory Group first reported a position in VMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $247K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Investment Advisory Group held 729 shares of Vulcan Materials worth $215K as of Q2 2026.
  • Vulcan Materials was a new Investment Advisory Group position in Q2 2026.
  • Vulcan Materials made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #206 holding.
  • Investment Advisory Group first reported a position in Vulcan Materials in Q2 2025 and has held it in 4 quarters since.
  • Investment Advisory Group's Vulcan Materials position peaked at $247K in Q3 2025.
  • 1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.