London Company of Virginia’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 | $165M | Sell |
560,475
-24,496
| -4% | -$7.02M | 0.94% | 43 |
|
|
2026
Q1 | $159M | Sell |
584,971
-61,595
| -10% | -$18.1M | 0.98% | 40 |
|
|
2025
Q4 | $184M | Sell |
646,566
-43,099
| -6% | -$12.6M | 1.06% | 41 |
|
|
2025
Q3 | $212M | Sell |
689,665
-33,439
| -5% | -$9.5M | 1.17% | 35 |
|
|
2025
Q2 | $189M | Sell |
723,104
-30,801
| -4% | -$7.92M | 1.07% | 43 |
|
|
2025
Q1 | $176M | Sell |
753,905
-31,902
| -4% | -$8.1M | 1% | 43 |
|
|
2024
Q4 | $202M | Sell |
785,807
-4,439
| -0.6% | -$1.19M | 1.1% | 40 |
|
|
2024
Q3 | $198M | Buy |
790,246
+16,429
| +2% | +$4.08M | 1.04% | 44 |
|
|
2024
Q2 | $192M | Sell |
773,817
-102,160
| -12% | -$26.4M | 1.08% | 38 |
|
|
2024
Q1 | $239M | Sell |
875,977
-214,660
| -20% | -$52.9M | 1.26% | 30 |
|
|
2023
Q4 | $248M | Buy |
1,090,637
+18,604
| +2% | +$3.94M | 1.39% | 29 |
|
|
2023
Q3 | $217M | Buy |
1,072,033
+11,548
| +1% | +$2.51M | 1.3% | 30 |
|
|
2023
Q2 | $239M | Sell |
1,060,485
-66,463
| -6% | -$12.7M | 1.35% | 31 |
|
|
2023
Q1 | $193M | Sell |
1,126,948
-9,416
| -0.8% | -$1.67M | 1.12% | 39 |
|
|
2022
Q4 | $199M | Sell |
1,136,364
-16,009
| -1% | -$2.74M | 1.17% | 35 |
|
|
2022
Q3 | $182M | Sell |
1,152,373
-6,740
| -0.6% | -$1.09M | 1.15% | 37 |
|
|
2022
Q2 | $165M | Sell |
1,159,113
-15,039
| -1% | -$2.48M | 1.01% | 44 |
|
|
2022
Q1 | $216M | Buy |
1,174,152
+16,247
| +1% | +$3.03M | 1.14% | 38 |
|
|
2021
Q4 | $240M | Sell |
1,157,905
-47,423
| -4% | -$9.19M | 1.21% | 31 |
|
|
2021
Q3 | $204M | Sell |
1,205,328
-70,994
| -6% | -$12.7M | 1.12% | 39 |
|
|
2021
Q2 | $222M | Buy |
1,276,322
+33,346
| +3% | +$5.96M | 1.18% | 38 |
|
|
2021
Q1 | $210M | Buy |
1,242,976
+7,684
| +0.6% | +$1.25M | 1.2% | 36 |
|
|
2020
Q4 | $183M | Buy |
1,235,292
+48,860
| +4% | +$6.97M | 1.15% | 37 |
|
|
2020
Q3 | $161M | Buy |
1,186,432
+83,258
| +8% | +$10.5M | 1.15% | 39 |
|
|
2020
Q2 | $128M | Buy |
1,103,174
+229,375
| +26% | +$25.1M | 0.99% | 43 |
|
|
2020
Q1 | $94.4M | Buy |
873,799
+264,704
| +43% | +$33.8M | 0.9% | 42 |
|
|
2019
Q4 | $87.7M | Buy |
609,095
+87,267
| +17% | +$12.5M | 0.68% | 51 |
|
|
2019
Q3 | $78.9M | Buy |
521,828
+55,978
| +12% | +$7.9M | 0.65% | 53 |
|
|
2019
Q2 | $64M | Buy |
465,850
+51,880
| +13% | +$6.62M | 0.55% | 54 |
|
|
2019
Q1 | $49M | Buy |
413,970
+37,545
| +10% | +$4.06M | 0.42% | 65 |
|
|
2018
Q4 | $37.2M | Buy |
376,425
+7,398
| +2% | +$750K | 0.36% | 73 |
|
|
2018
Q3 | $41M | Buy |
369,027
+107,251
| +41% | +$12.4M | 0.32% | 74 |
|
|
2018
Q2 | $33.8M | Buy |
261,776
+8,335
| +3% | +$1.03M | 0.28% | 85 |
|
|
2018
Q1 | $28.9M | Sell |
253,441
-6,112
| -2% | -$770K | 0.23% | 89 |
|
|
2017
Q4 | $33.3M | Buy |
259,553
+25
| +0% | +$3.05K | 0.24% | 86 |
|
|
2017
Q3 | $31M | Sell |
259,528
-8,218
| -3% | -$986K | 0.22% | 85 |
|
|
2017
Q2 | $33.9M | Buy |
267,746
+1,308
| +0.5% | +$164K | 0.23% | 85 |
|
|
2017
Q1 | $32.1M | Sell |
266,438
-1,822
| -0.7% | -$223K | 0.21% | 86 |
|
|
2016
Q4 | $33.6M | Sell |
268,260
-15,978
| -6% | -$1.93M | 0.23% | 85 |
|
|
2016
Q3 | $32.3M | Sell |
284,238
-16,945
| -6% | -$2M | 0.24% | 83 |
|
|
2016
Q2 | $36.3M | Sell |
301,183
-8,633
| -3% | -$978K | 0.28% | 80 |
|
|
2016
Q1 | $32.7M | Sell |
309,816
-14,096
| -4% | -$1.34M | 0.27% | 82 |
|
|
2015
Q4 | $30.8M | Buy |
323,912
+7,018
| +2% | +$680K | 0.27% | 88 |
|
|
2015
Q3 | $28.3M | Buy |
316,894
+15,935
| +5% | +$1.48M | 0.26% | 89 |
|
|
2015
Q2 | $25.3M | Buy |
300,959
+68,723
| +30% | +$5.99M | 0.22% | 92 |
|
|
2015
Q1 | $19.6M | Buy |
232,236
+29,878
| +15% | +$2.31M | 0.18% | 93 |
|
|
2014
Q4 | $13.3M | Buy |
202,358
+8,335
| +4% | +$526K | 0.14% | 90 |
|
|
2014
Q3 | $11.7M | Sell |
194,023
-3,381
| -2% | -$213K | 0.13% | 88 |
|
|
2014
Q2 | $12.6M | Sell |
197,404
-235
| -0.1% | -$14.9K | 0.14% | 86 |
|
|
2014
Q1 | $13.1M | Buy |
197,639
+14,252
| +8% | +$910K | 0.15% | 81 |
|
|
2013
Q4 | $10.9M | Buy |
183,387
+18,471
| +11% | +$1.02M | 0.12% | 82 |
|
|
2013
Q3 | $8.54M | Buy |
164,916
+47,568
| +41% | +$2.35M | 0.12% | 81 |
|
|
2013
Q2 | $5.68M | Buy |
+117,348
| New | +$6.02M | 0.08% | 79 |
|
Other funds holding VMC
London Company of Virginia's VMC Position: Q2 2026 in Review
London Company of Virginia reduced its Vulcan Materials (VMC) stake by 4.2% in Q2 2026, selling an estimated $7.02M and leaving 560,475 shares worth $165M. The position accounts for 0.94% of the portfolio, ranked #43.
London Company of Virginia first reported a position in VMC in Q2 2013 and has held it in 53 quarters since. The position peaked at $248M in Q4 2023. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.
- London Company of Virginia held 560,475 shares of Vulcan Materials worth $165M as of Q2 2026.
- London Company of Virginia sold 24,496 Vulcan Materials shares in Q2 2026, an estimated $7.02M.
- Vulcan Materials made up 0.94% of London Company of Virginia's portfolio in Q2 2026, its #43 holding.
- London Company of Virginia first reported a position in Vulcan Materials in Q2 2013 and has held it in 53 quarters since.
- London Company of Virginia's Vulcan Materials position peaked at $248M in Q4 2023.
- 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.
Based on London Company of Virginia's 13F filing for Q2 2026, filed 14 Aug 2026.