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 Q3	$1.41M	Buy	5,746 +201	+4%	+$54.7K	0.28%	76
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Marion Wealth Management's VMC Position: Q3 2026 in Review

Marion Wealth Management increased its Vulcan Materials (VMC) stake by 3.6% in Q3 2026, buying an estimated $54.7K and bringing the position to 5,746 shares worth $1.41M. The position accounts for 0.28% of the portfolio, ranked #76.

Marion Wealth Management first reported a position in VMC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q4 2025. 639 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

Marion Wealth Management held 5,746 shares of Vulcan Materials worth $1.41M as of Q3 2026.
Marion Wealth Management bought 201 Vulcan Materials shares in Q3 2026, an estimated $54.7K.
Vulcan Materials made up 0.28% of Marion Wealth Management's portfolio in Q3 2026, its #76 holding.
Marion Wealth Management first reported a position in Vulcan Materials in Q4 2024 and has held it in 8 quarters since.
Marion Wealth Management's Vulcan Materials position peaked at $1.74M in Q4 2025.
639 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.