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Marshall & Sterling Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-2
Closed -$616 – 620
2025
Q3 		$616 Hold
2
– – ﹤0.01% 616
2025
Q2 		$522 Sell
2
-34
-94% -$8.74K ﹤0.01% 606
2025
Q1 		$8.4K Buy
+36
New +$9.14K 0.01% 352

Other funds holding VMC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VMC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vulcan Materials (VMC) in Q4 2025, closing a stake of 2 shares — an estimated $616 sold.

Marshall & Sterling Wealth Advisors first reported a position in VMC in Q1 2025 and held it in 3 quarters. The position peaked at $8.4K in Q1 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vulcan Materials position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 2 Vulcan Materials shares in Q4 2025, an estimated $616.
  • Marshall & Sterling Wealth Advisors first reported a position in Vulcan Materials in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Vulcan Materials position peaked at $8.4K in Q1 2025.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.