Midwest Trust’s Valmont Industries VMI Stock Holding History

Midwest Trust’s Portfolio VMI Stock Details VMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.75M	Buy	10,250 +1,876	+22%	+$926K	0.05%	213
2026 Q2	$4.84M	Buy	8,374 +30	+0.4%	+$15.1K	0.05%	217
2026 Q1	$3.33M	Buy	8,344 +125	+2%	+$54.6K	0.04%	240
2025 Q4	$3.31M	Sell	8,219 -77	-0.9%	-$31.3K	0.04%	240
2025 Q3	$3.22M	Buy	8,296 +9	+0.1%	+$3.27K	0.04%	244
2025 Q2	$2.71M	Buy	+8,287	New	+$2.54M	0.04%	254

Other funds holding VMI

RBDF

Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Midwest Trust's VMI Position: Q3 2026 in Review

Midwest Trust increased its Valmont Industries (VMI) stake by 22% in Q3 2026, buying an estimated $926K and bringing the position to 10,250 shares worth $4.75M. The position accounts for 0.05% of the portfolio, ranked #213.

Midwest Trust first reported a position in VMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.84M in Q2 2026. 109 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

Midwest Trust held 10,250 shares of Valmont Industries worth $4.75M as of Q3 2026.
Midwest Trust bought 1,876 Valmont Industries shares in Q3 2026, an estimated $926K.
Valmont Industries made up 0.05% of Midwest Trust's portfolio in Q3 2026, its #213 holding.
Midwest Trust first reported a position in Valmont Industries in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Valmont Industries position peaked at $4.84M in Q2 2026.
109 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.