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JFS Wealth Advisors’s Valmont Industries VMI Stock Holding History

JFS Wealth Advisors’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
Q2 		$14.4K Hold
25
– – ﹤0.01% 859
2026
Q1 		$9.99K Buy
25
+1
+4% +$437 ﹤0.01% 951
2025
Q4 		$9.66K Buy
24
+6
+33% +$2.44K ﹤0.01% 991
2025
Q3 		$6.98K Hold
18
– – ﹤0.01% 1001
2025
Q2 		$5.88K Buy
18
+6
+50% +$1.84K ﹤0.01% 1030
2025
Q1 		$3.42K Hold
12
– – ﹤0.01% 1277
2024
Q4 		$3.68K Hold
12
– – ﹤0.01% 1238
2024
Q3 		$3.48K Buy
12
+1
+9% +$280 ﹤0.01% 1250
2024
Q2 		$3.02K Buy
11
+2
+22% +$488 ﹤0.01% 1271
2024
Q1 		$2.06K Hold
9
– – ﹤0.01% 1427
2023
Q4 		$2.1K Sell
9
-2
-18% -$440 ﹤0.01% 1409
2023
Q3 		$2.64K Sell
11
-6
-35% -$1.54K ﹤0.01% 1250
2023
Q2 		$4.95K Sell
17
-1
-6% -$289 ﹤0.01% 1010
2023
Q1 		$5.75K Sell
18
-1
-5% -$319 ﹤0.01% 932
2022
Q4 		$6.28K Buy
19
+3
+19% +$952 ﹤0.01% 902
2022
Q3 		$4K Buy
16
+5
+45% +$1.32K ﹤0.01% 1112
2022
Q2 		$2K Sell
11
-1
-8% -$245 ﹤0.01% 1403
2022
Q1 		$3K Buy
12
+7
+140% +$1.59K ﹤0.01% 1334
2021
Q4 		$1K Buy
+5
New +$1.23K ﹤0.01% 1601

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

JFS Wealth Advisors's VMI Position: Q2 2026 in Review

JFS Wealth Advisors held its Valmont Industries (VMI) position steady in Q2 2026 at 25 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

JFS Wealth Advisors first reported a position in VMI in Q4 2021 and has held it in 19 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • JFS Wealth Advisors held 25 shares of Valmont Industries worth $14.4K as of Q2 2026.
  • JFS Wealth Advisors left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #859 holding.
  • JFS Wealth Advisors first reported a position in Valmont Industries in Q4 2021 and has held it in 19 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.