Massachusetts Wealth Management’s Vulcan Materials VMC Stock Holding History

Massachusetts 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	$1.44M	Sell	5,280 -90	-2%	-$26.5K	0.62%	60
2025 Q4	$1.53M	Sell	5,370 -100	-2%	-$29.3K	0.71%	55
2025 Q3	$1.68M	Buy	5,470 +40	+0.7%	+$11.4K	0.84%	53
2025 Q2	$1.42M	Sell	5,430 -165	-3%	-$42.4K	0.8%	52
2025 Q1	$1.31M	Sell	5,595 -105	-2%	-$26.7K	0.9%	45
2024 Q4	$1.47M	Sell	5,700 -50	-0.9%	-$13.4K	0.91%	46
2024 Q3	$1.44M	Sell	5,750 -50	-0.9%	-$12.4K	0.91%	48
2024 Q2	$1.44M	Hold	5,800	–	–	0.97%	44
2024 Q1	$1.58M	Sell	5,800 -25	-0.4%	-$6.16K	1.12%	40
2023 Q4	$1.32M	Buy	5,825 +175	+3%	+$37.1K	1.07%	41
2023 Q3	$1.14M	Sell	5,650 -75	-1%	-$16.3K	1.05%	41
2023 Q2	$1.29M	Sell	5,725 -100	-2%	-$19.2K	1.23%	34
2023 Q1	$999K	Sell	5,825 -150	-3%	-$26.6K	1.03%	42
2022 Q4	$1.1M	Buy	+5,975	New	+$1.02M	1.06%	40

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Massachusetts Wealth Management's VMC Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its Vulcan Materials (VMC) stake by 1.7% in Q1 2026, selling an estimated $26.5K and leaving 5,280 shares worth $1.44M. The position accounts for 0.62% of the portfolio, ranked #60.

Massachusetts Wealth Management first reported a position in VMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.68M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Massachusetts Wealth Management held 5,280 shares of Vulcan Materials worth $1.44M as of Q1 2026.
Massachusetts Wealth Management sold 90 Vulcan Materials shares in Q1 2026, an estimated $26.5K.
Vulcan Materials made up 0.62% of Massachusetts Wealth Management's portfolio in Q1 2026, its #60 holding.
Massachusetts Wealth Management first reported a position in Vulcan Materials in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's Vulcan Materials position peaked at $1.68M in Q3 2025.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.