Kovitz Investment Group Partners
VMC icon

Kovitz Investment Group Partners’s Vulcan Materials VMC Stock Holding History

Kovitz Investment Group Partners’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 		$2.77M Sell
9,403
-900
-9% -$258K 0.06% 186
2026
Q1 		$2.81M Buy
+10,303
New +$3.03M 0.07% 192
2025
Q4 		– Sell
-4,123
Closed -$1.27M – 1294
2025
Q3 		$1.27M Sell
4,123
-8,374
-67% -$2.38M ﹤0.01% 779
2025
Q2 		$3.26M Sell
12,497
-336
-3% -$86.4K 0.01% 522
2025
Q1 		$2.99M Sell
12,833
-353
-3% -$89.6K 0.02% 500
2024
Q4 		$3.4M Sell
13,186
-264
-2% -$71K 0.02% 477
2024
Q3 		$2.86M Buy
13,450
+2,388
+22% +$593K 0.02% 434
2024
Q2 		$2.76M Buy
11,062
+10,049
+992% +$2.6M 0.02% 376
2024
Q1 		$276K Sell
1,013
-87
-8% -$21.4K ﹤0.01% 593
2023
Q4 		$250K Hold
1,100
– – ﹤0.01% 378
2023
Q3 		$222K Hold
1,100
– – ﹤0.01% 377
2023
Q2 		$248K Sell
1,100
-300
-21% -$57.5K ﹤0.01% 383
2023
Q1 		$240K Sell
1,400
-403
-22% -$71.6K ﹤0.01% 390
2022
Q4 		$316K Buy
1,803
+1
+0.1% +$171 0.01% 355
2022
Q3 		$284K Buy
1,802
+1
+0.1% +$162 0.01% 362
2022
Q2 		$256K Buy
1,801
+641
+55% +$106K 0.01% 377
2022
Q1 		$213K Buy
+1,160
New +$217K ﹤0.01% 406

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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

Kovitz Investment Group Partners's VMC Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Vulcan Materials (VMC) stake by 8.7% in Q2 2026, selling an estimated $258K and leaving 9,403 shares worth $2.77M. The position accounts for 0.06% of the portfolio, ranked #186.

Kovitz Investment Group Partners first reported a position in VMC in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.4M in Q4 2024. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Kovitz Investment Group Partners held 9,403 shares of Vulcan Materials worth $2.77M as of Q2 2026.
  • Kovitz Investment Group Partners sold 900 Vulcan Materials shares in Q2 2026, an estimated $258K.
  • Vulcan Materials made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #186 holding.
  • Kovitz Investment Group Partners first reported a position in Vulcan Materials in Q1 2022 and has held it in 17 quarters since.
  • Kovitz Investment Group Partners's Vulcan Materials position peaked at $3.4M in Q4 2024.
  • 1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.