Loring Wolcott & Coolidge Fiduciary Advisors’s Valmont Industries VMI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2026 Q2	$2.85M	Hold	4,930	–	–	0.03%	109
2026 Q1	$2.1M	Hold	4,930	–	–	0.02%	118
2025 Q4	$2.2M	Sell	4,930 -295	-6%	-$120K	0.02%	119
2025 Q3	$2.15M	Hold	5,225	–	–	0.02%	119
2025 Q2	$1.71M	Hold	5,225	–	–	0.02%	132
2025 Q1	$1.5M	Hold	5,225	–	–	0.01%	136
2024 Q4	$1.72M	Sell	5,225 -45	-0.9%	-$14.5K	0.01%	140
2024 Q3	$1.69M	Hold	5,270	–	–	0.02%	138
2024 Q2	$1.49M	Hold	5,270	–	–	0.01%	131
2024 Q1	$1.12M	Hold	5,270	–	–	0.01%	140
2023 Q4	$1.19M	Hold	5,270	–	–	0.01%	143
2023 Q3	$1.05M	Buy	5,270 +425	+9%	+$109K	0.01%	147
2023 Q2	$1.41M	Hold	4,845	–	–	0.02%	136
2023 Q1	$1.55M	Hold	4,845	–	–	0.02%	125
2022 Q4	$1.6M	Sell	4,845 -625	-11%	-$198K	0.02%	121
2022 Q3	$1.47M	Sell	5,470 -895	-14%	-$237K	0.02%	127
2022 Q2	$1.43M	Hold	6,365	–	–	0.02%	136
2022 Q1	$1.52M	Sell	6,365 -455	-7%	-$103K	0.02%	138
2021 Q4	$1.71M	Hold	6,820	–	–	0.02%	138
2021 Q3	$1.6M	Hold	6,820	–	–	0.02%	137
2021 Q2	$1.61M	Hold	6,820	–	–	0.02%	143
2021 Q1	$1.62M	Hold	6,820	–	–	0.02%	130
2020 Q4	$1.19M	Hold	6,820	–	–	0.01%	147
2020 Q3	$847K	Hold	6,820	–	–	0.01%	154
2020 Q2	$775K	Hold	6,820	–	–	0.01%	147
2020 Q1	$723K	Sell	6,820 -400	-6%	-$51.9K	0.01%	147
2019 Q4	$1.08M	Hold	7,220	–	–	0.01%	150
2019 Q3	$1M	Hold	7,220	–	–	0.01%	156
2019 Q2	$916K	Hold	7,220	–	–	0.01%	160
2019 Q1	$939K	Hold	7,220	–	–	0.01%	156
2018 Q4	$801K	Sell	7,220 -180	-2%	-$22.4K	0.01%	163
2018 Q3	$1.02M	Sell	7,400 -1,065	-13%	-$150K	0.02%	158
2018 Q2	$1.28M	Sell	8,465 -1,535	-15%	-$224K	0.02%	146
2018 Q1	$1.46M	Sell	10,000 -1,372	-12%	-$214K	0.03%	138
2017 Q4	$1.89M	Hold	11,372	–	–	0.03%	127
2017 Q3	$1.8M	Hold	11,372	–	–	0.03%	129
2017 Q2	$1.74M	Sell	11,372 -335	-3%	-$50.4K	0.03%	125
2017 Q1	$1.82M	Hold	11,707	–	–	0.04%	122
2016 Q4	$1.65M	Hold	11,707	–	–	0.04%	123
2016 Q3	$1.57M	Sell	11,707 -195	-2%	-$25.7K	0.04%	128
2016 Q2	$1.61M	Sell	11,902 -1,800	-13%	-$238K	0.04%	125
2016 Q1	$1.7M	Sell	13,702 -1,320	-9%	-$146K	0.04%	121
2015 Q4	$1.59M	Sell	15,022 -250	-2%	-$27.1K	0.04%	126
2015 Q3	$1.81M	Hold	15,272	–	–	0.05%	116
2015 Q2	$1.81M	Sell	15,272 -2,730	-15%	-$337K	0.05%	116
2015 Q1	$2.21M	Hold	18,002	–	–	0.06%	109
2014 Q4	$2.29M	Hold	18,002	–	–	0.06%	109
2014 Q3	$2.43M	Hold	18,002	–	–	0.07%	109
2014 Q2	$2.73M	Hold	18,002	–	–	0.07%	103
2014 Q1	$2.68M	Sell	18,002 -53	-0.3%	-$7.84K	0.07%	107
2013 Q4	$2.69M	Buy	18,055 +53	+0.3%	+$7.49K	0.07%	106
2013 Q3	$2.5M	Hold	18,002	–	–	0.08%	108
2013 Q2	$2.58M	Buy	+18,002	New	+$2.64M	0.08%	114

Other funds holding VMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RBDF

Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VMI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Valmont Industries (VMI) position steady in Q2 2026 at 4,930 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #109.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VMI in Q2 2013 and has held it in 53 quarters since. 326 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,930 shares of Valmont Industries worth $2.85M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Valmont Industries share count unchanged in Q2 2026.
Valmont Industries made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #109 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Valmont Industries in Q2 2013 and has held it in 53 quarters since.
326 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.