Marion Wealth Management’s Vulcan Materials VMC Stock Holding History

Marion Wealth Management’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 Q2	$1.64M	Sell	5,545 -50	-0.9%	-$14.3K	0.33%	69
2026 Q1	$1.52M	Sell	5,595 -206	-4%	-$60.6K	0.34%	71
2025 Q4	$1.74M	Buy	5,801 +163	+3%	+$47.8K	0.39%	61
2025 Q3	$1.73M	Buy	5,638 +61	+1%	+$17.3K	0.41%	55
2025 Q2	$1.45M	Buy	5,577 +174	+3%	+$44.7K	0.36%	62
2025 Q1	$1.26M	Buy	5,403 +800	+17%	+$203K	0.34%	69
2024 Q4	$1.18M	Buy	+4,603	New	+$1.24M	0.31%	70

Other funds holding VMC

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

VNIM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Marion Wealth Management's VMC Position: Q2 2026 in Review

Marion Wealth Management reduced its Vulcan Materials (VMC) stake by 0.89% in Q2 2026, selling an estimated $14.3K and leaving 5,545 shares worth $1.64M. The position accounts for 0.33% of the portfolio, ranked #69.

Marion Wealth Management first reported a position in VMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q4 2025. 128 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Marion Wealth Management held 5,545 shares of Vulcan Materials worth $1.64M as of Q2 2026.
Marion Wealth Management sold 50 Vulcan Materials shares in Q2 2026, an estimated $14.3K.
Vulcan Materials made up 0.33% of Marion Wealth Management's portfolio in Q2 2026, its #69 holding.
Marion Wealth Management first reported a position in Vulcan Materials in Q4 2024 and has held it in 7 quarters since.
Marion Wealth Management's Vulcan Materials position peaked at $1.74M in Q4 2025.
128 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.