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LGT Financial Advisors’s Valmont Industries VMI Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-91
Closed -$27.9K – 713
2024
Q4 		$27.9K Hold
91
– – 0.06% 237
2024
Q3 		$26.4K Hold
91
– – 0.07% 220
2024
Q2 		$25K Hold
91
– – 0.05% 252
2024
Q1 		$20.8K Hold
91
– – 0.02% 355
2023
Q4 		$21.2K Hold
91
– – 0.03% 336
2023
Q3 		$21.9K Buy
+91
New +$23.4K 0.03% 321

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Financial Advisors's VMI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Valmont Industries (VMI) in Q1 2025, closing a stake of 91 shares — an estimated $27.9K sold.

LGT Financial Advisors first reported a position in VMI in Q3 2023 and held it in 6 quarters. The position peaked at $27.9K in Q4 2024. 501 funds tracked by Wall St. Rank hold VMI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Valmont Industries position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 91 Valmont Industries shares in Q1 2025, an estimated $27.9K.
  • LGT Financial Advisors first reported a position in Valmont Industries in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Valmont Industries position peaked at $27.9K in Q4 2024.
  • 501 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.