London & Capital Asset Management’s Vulcan Materials VMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$168M Buy
570,288
+150,672
+36% +$43.2M 1.54% 22
2026
Q1
$114M Buy
419,616
+50,490
+14% +$14.9M 1.24% 23
2025
Q4
$105M Buy
369,126
+261,039
+242% +$76.6M 1.09% 24
2025
Q3
$33.2M Buy
108,087
+22,545
+26% +$6.4M 2.38% 22
2025
Q2
$22.3M Buy
85,542
+66,898
+359% +$17.2M 1.69% 25
2025
Q1
$4.35M Buy
+18,644
New +$4.73M 0.37% 48

Other funds holding VMC

London & Capital Asset Management's VMC Position: Q2 2026 in Review

London & Capital Asset Management increased its Vulcan Materials (VMC) stake by 36% in Q2 2026, buying an estimated $43.2M and bringing the position to 570,288 shares worth $168M. The position accounts for 1.54% of the portfolio, ranked #22.

London & Capital Asset Management first reported a position in VMC in Q1 2025 and has held it in 6 quarters since. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • London & Capital Asset Management held 570,288 shares of Vulcan Materials worth $168M as of Q2 2026.
  • London & Capital Asset Management bought 150,672 Vulcan Materials shares in Q2 2026, an estimated $43.2M.
  • Vulcan Materials made up 1.54% of London & Capital Asset Management's portfolio in Q2 2026, its #22 holding.
  • London & Capital Asset Management first reported a position in Vulcan Materials in Q1 2025 and has held it in 6 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.