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Johnson Investment Counsel’s Valmont Industries VMI Stock Holding History

Johnson Investment Counsel’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 		$2.74M Buy
+4,743
New +$2.39M 0.02% 271
2026
Q1 		– Sell
-1,657
Closed -$667K – 894
2025
Q4 		$667K Sell
1,657
-100
-6% -$40.7K 0.01% 484
2025
Q3 		$681K Hold
1,757
– – 0.01% 508
2025
Q2 		$574K Hold
1,757
– – 0.01% 515
2025
Q1 		$501K Hold
1,757
– – ﹤0.01% 533
2024
Q4 		$539K Hold
1,757
– – 0.01% 513
2024
Q3 		$509K Buy
1,757
+76
+5% +$21.3K 0.01% 513
2024
Q2 		$461K Buy
1,681
+664
+65% +$162K ﹤0.01% 511
2024
Q1 		$232K Buy
+1,017
New +$228K ﹤0.01% 671
2014
Q3 		– Sell
-1,600
Closed -$243K – 572
2014
Q2 		$243K Hold
1,600
– – 0.01% 455
2014
Q1 		$238K Hold
1,600
– – 0.01% 462
2013
Q4 		$238K Hold
1,600
– – 0.01% 470
2013
Q3 		$222K Hold
1,600
– – 0.01% 464
2013
Q2 		$228K Buy
+1,600
New +$235K 0.01% 465

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

Johnson Investment Counsel's VMI Position: Q2 2026 in Review

Johnson Investment Counsel opened a new position in Valmont Industries (VMI) in Q2 2026: 4,743 shares worth $2.74M. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: Johnson Investment Counsel previously reported a position in VMI as recently as Q4 2025.

Johnson Investment Counsel first reported a position in VMI in Q2 2013 and has held it in 14 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Johnson Investment Counsel held 4,743 shares of Valmont Industries worth $2.74M as of Q2 2026.
  • Valmont Industries was a new Johnson Investment Counsel position in Q2 2026.
  • Valmont Industries made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #271 holding.
  • Johnson Investment Counsel first reported a position in Valmont Industries in Q2 2013 and has held it in 14 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.