Key Financial Inc’s Vulcan Materials VMC Stock Holding History

Key Financial Inc’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	$40.3K	Hold	148	–	–	0.01%	575
2025 Q4	$42.2K	Sell	148 -4	-3%	-$1.17K	0.01%	554
2025 Q3	$45.8K	Hold	152	–	–	0.01%	539
2025 Q2	$39.6K	Hold	152	–	–	0.01%	549
2025 Q1	$35.5K	Hold	152	–	–	0.01%	540
2024 Q4	$39.1K	Buy	152 +4	+3%	+$1.07K	0.01%	519
2024 Q3	$37.1K	Buy	148 +6	+4%	+$1.49K	0.01%	533
2024 Q2	$35.3K	Hold	142	–	–	0.01%	529
2024 Q1	$38.8K	Hold	142	–	–	0.01%	480
2023 Q4	$32.2K	Hold	142	–	–	0.01%	498
2023 Q3	$28.7K	Hold	142	–	–	0.01%	491
2023 Q2	$32K	Hold	142	–	–	0.01%	479
2023 Q1	$24.4K	Hold	142	–	–	0.01%	507
2022 Q4	$22.4K	Hold	142	–	–	0.01%	476
2022 Q3	$22K	Hold	142	–	–	0.01%	486
2022 Q2	$20K	Hold	142	–	–	0.01%	511
2022 Q1	$26K	Buy	+142	New	+$26.5K	0.01%	462

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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Principal Financial Group

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

ClearBridge Investments

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