Legacy Private Trust’s Vulcan Materials VMC Stock Holding History

Legacy Private Trust’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	$343K	Sell	1,261 -182	-13%	-$53.5K	0.02%	220
2025 Q4	$412K	Sell	1,443 -2	-0.1%	-$587	0.02%	214
2025 Q3	$445K	Sell	1,445 -145	-9%	-$41.2K	0.03%	204
2025 Q2	$415K	Buy	1,590 +70	+5%	+$18K	0.03%	199
2025 Q1	$355K	Sell	1,520 -98	-6%	-$24.9K	0.02%	200
2024 Q4	$416K	Buy	1,618 +138	+9%	+$37.1K	0.03%	192
2024 Q3	$371K	Sell	1,480 -80	-5%	-$19.9K	0.02%	192
2024 Q2	$388K	Sell	1,560 -20	-1%	-$5.17K	0.03%	185
2024 Q1	$431K	Sell	1,580 -10	-0.6%	-$2.46K	0.03%	186
2023 Q4	$361K	Buy	1,590 +380	+31%	+$80.5K	0.03%	188
2023 Q3	$244K	Buy	1,210 +55	+5%	+$12K	0.02%	213
2023 Q2	$260K	Buy	+1,155	New	+$221K	0.02%	208
2022 Q3	–	Sell	-3,665	Closed	-$521K	–	233
2022 Q2	$521K	Sell	3,665 -3,450	-48%	-$570K	0.05%	167
2022 Q1	$1.31M	Buy	7,115 +3,305	+87%	+$617K	0.1%	138
2021 Q4	$791K	Buy	3,810 +2,555	+204%	+$495K	0.06%	165
2021 Q3	$212K	Buy	+1,255	New	+$225K	0.02%	222

Other funds holding VMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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