LVW Advisors
VMC icon

LVW Advisors’s Vulcan Materials VMC Stock Holding History

LVW Advisors’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$320K Sell
1,308
-21
-2% -$5.71K 0.03% 348
2026
Q2 		$392K Sell
1,329
-8
-0.6% -$2.29K 0.03% 289
2026
Q1 		$364K Buy
1,337
+138
+12% +$40.6K 0.03% 278
2025
Q4 		$342K Sell
1,199
-279
-19% -$81.8K 0.03% 256
2025
Q3 		$455K Buy
1,478
+207
+16% +$58.8K 0.05% 208
2025
Q2 		$332K Buy
+1,271
New +$327K 0.04% 253

Other funds holding VMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

LVW Advisors's VMC Position: Q3 2026 in Review

LVW Advisors reduced its Vulcan Materials (VMC) stake by 1.6% in Q3 2026, selling an estimated $5.71K and leaving 1,308 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #348.

LVW Advisors first reported a position in VMC in Q2 2025 and has held it in 6 quarters since. The position peaked at $455K in Q3 2025. 366 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

  • LVW Advisors held 1,308 shares of Vulcan Materials worth $320K as of Q3 2026.
  • LVW Advisors sold 21 Vulcan Materials shares in Q3 2026, an estimated $5.71K.
  • Vulcan Materials made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #348 holding.
  • LVW Advisors first reported a position in Vulcan Materials in Q2 2025 and has held it in 6 quarters since.
  • LVW Advisors's Vulcan Materials position peaked at $455K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.