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Lincoln Capital’s Valmont Industries VMI Stock Holding History

Lincoln Capital’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
2026
Q2 		$347K Hold
600
– – 0.06% 106
2026
Q1 		$240K Hold
600
– – 0.05% 121
2025
Q4 		$241K Hold
600
– – 0.04% 119
2025
Q3 		$237K Buy
+600
New +$218K 0.04% 118

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PTB
Pioneer Trust Bank Salem, Oregon $441M AUM 21.13% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lincoln Capital's VMI Position: Q2 2026 in Review

Lincoln Capital held its Valmont Industries (VMI) position steady in Q2 2026 at 600 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #106.

Lincoln Capital first reported a position in VMI in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Lincoln Capital held 600 shares of Valmont Industries worth $347K as of Q2 2026.
  • Lincoln Capital left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up 0.06% of Lincoln Capital's portfolio in Q2 2026, its #106 holding.
  • Lincoln Capital first reported a position in Valmont Industries in Q3 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.