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Marcum Wealth’s Vulcan Materials VMC Stock Holding History

Marcum Wealth’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
2025
Q1 		– Sell
-837
Closed -$215K – 423
2024
Q4 		$215K Sell
837
-17
-2% -$4.57K 0.02% 350
2024
Q3 		$214K Buy
854
+46
+6% +$11.4K 0.02% 351
2024
Q2 		$201K Sell
808
-11
-1% -$2.84K 0.02% 338
2024
Q1 		$224K Sell
819
-92
-10% -$22.7K 0.02% 321
2023
Q4 		$207K Buy
+911
New +$193K 0.02% 331

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Marcum Wealth's VMC Position: Q1 2025 in Review

Marcum Wealth sold out of Vulcan Materials (VMC) in Q1 2025, closing a stake of 837 shares — an estimated $215K sold.

Marcum Wealth first reported a position in VMC in Q4 2023 and held it in 5 quarters. The position peaked at $224K in Q1 2024. 916 funds tracked by Wall St. Rank hold VMC as of Q1 2025.

  • Marcum Wealth reported no remaining Vulcan Materials position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 837 Vulcan Materials shares in Q1 2025, an estimated $215K.
  • Marcum Wealth first reported a position in Vulcan Materials in Q4 2023 and held it in 5 quarters.
  • Marcum Wealth's Vulcan Materials position peaked at $224K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.