Kapstone Financial Advisors’s Vulcan Materials VMC Stock Holding History

Kapstone Financial Advisors’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	$654K	Sell	2,400 -105	-4%	-$30.9K	0.32%	56
2025 Q4	$714K	Sell	2,505 -20	-0.8%	-$5.87K	0.36%	47
2025 Q3	$777K	Sell	2,525 -175	-6%	-$49.7K	0.37%	40
2025 Q2	$704K	Hold	2,700	–	–	0.35%	43
2025 Q1	$630K	Hold	2,700	–	–	0.36%	44
2024 Q4	$735K	Sell	2,700 -138	-5%	-$37.1K	0.39%	39
2024 Q3	$710K	Hold	2,838	–	–	0.43%	40
2024 Q2	$706K	Hold	2,838	–	–	0.46%	39
2024 Q1	$775K	Hold	2,838	–	–	0.53%	37
2023 Q4	$634K	Hold	2,838	–	–	0.5%	36
2023 Q3	$573K	Hold	2,838	–	–	0.52%	38
2023 Q2	$636K	Hold	2,838	–	–	0.53%	37
2023 Q1	$481K	Hold	2,838	–	–	0.43%	51
2022 Q4	$532K	Buy	+2,838	New	+$485K	0.48%	48

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kapstone Financial Advisors's VMC Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its Vulcan Materials (VMC) stake by 4.2% in Q1 2026, selling an estimated $30.9K and leaving 2,400 shares worth $654K. The position accounts for 0.32% of the portfolio, ranked #56.

Kapstone Financial Advisors first reported a position in VMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $777K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Kapstone Financial Advisors held 2,400 shares of Vulcan Materials worth $654K as of Q1 2026.
Kapstone Financial Advisors sold 105 Vulcan Materials shares in Q1 2026, an estimated $30.9K.
Vulcan Materials made up 0.32% of Kapstone Financial Advisors's portfolio in Q1 2026, its #56 holding.
Kapstone Financial Advisors first reported a position in Vulcan Materials in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Vulcan Materials position peaked at $777K in Q3 2025.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.