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Marks Group Wealth Management’s Vulcan Materials VMC Stock Holding History

Marks Group 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
Q1 		$667K Hold
2,451
– – 0.06% 219
2025
Q4 		$699K Sell
2,451
-6
-0.2% -$1.76K 0.07% 213
2025
Q3 		$756K Buy
2,457
+2
+0.1% +$568 0.07% 192
2025
Q2 		$640K Buy
2,455
+252
+11% +$64.8K 0.06% 210
2025
Q1 		$514K Buy
2,203
+57
+3% +$14.5K 0.05% 238
2024
Q4 		$552K Buy
2,146
+283
+15% +$76.1K 0.05% 212
2024
Q3 		$467K Buy
1,863
+25
+1% +$6.21K 0.04% 228
2024
Q2 		$457K Sell
1,838
-151
-8% -$39K 0.05% 231
2024
Q1 		$543K Hold
1,989
– – 0.06% 215
2023
Q4 		$452K Buy
1,989
+39
+2% +$8.26K 0.05% 223
2023
Q3 		$394K Hold
1,950
– – 0.05% 227
2023
Q2 		$440K Hold
1,950
– – 0.05% 217
2023
Q1 		$335K Hold
1,950
– – 0.04% 238
2022
Q4 		$341K Buy
1,950
+78
+4% +$13.3K 0.05% 235
2022
Q3 		$295K Buy
1,872
+32
+2% +$5.2K 0.04% 238
2022
Q2 		$261K Buy
1,840
+20
+1% +$3.3K 0.04% 255
2022
Q1 		$334K Buy
1,820
+49
+3% +$9.15K 0.04% 263
2021
Q4 		$368K Sell
1,771
-91
-5% -$17.6K 0.04% 256
2021
Q3 		$315K Sell
1,862
-67
-3% -$12K 0.04% 240
2021
Q2 		$336K Sell
1,929
-62
-3% -$11.1K 0.05% 211
2021
Q1 		$336K Sell
1,991
-46
-2% -$7.46K 0.05% 201
2020
Q4 		$302K Sell
2,037
-137
-6% -$19.5K 0.05% 211
2020
Q3 		$295K Sell
2,174
-142
-6% -$17.8K 0.05% 202
2020
Q2 		$268K Buy
2,316
+157
+7% +$17.2K 0.05% 202
2020
Q1 		$233K Buy
2,159
+124
+6% +$15.8K 0.06% 197
2019
Q4 		$293K Buy
+2,035
New +$291K 0.06% 207

Other funds holding VMC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Marks Group Wealth Management's VMC Position: Q1 2026 in Review

Marks Group Wealth Management held its Vulcan Materials (VMC) position steady in Q1 2026 at 2,451 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #219.

Marks Group Wealth Management first reported a position in VMC in Q4 2019 and has held it in 26 quarters since. The position peaked at $756K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Marks Group Wealth Management held 2,451 shares of Vulcan Materials worth $667K as of Q1 2026.
  • Marks Group Wealth Management left its Vulcan Materials share count unchanged in Q1 2026.
  • Vulcan Materials made up 0.06% of Marks Group Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Marks Group Wealth Management first reported a position in Vulcan Materials in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Vulcan Materials position peaked at $756K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.