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Montag & Associates’s Valmont Industries VMI Stock Holding History

Montag & Associates’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
Q2 		$48.9K Hold
85
– – ﹤0.01% 599
2026
Q1 		$34K Sell
85
-22
-21% -$9.61K ﹤0.01% 633
2025
Q4 		$43K Buy
107
+100
+1,429% +$40.7K ﹤0.01% 613
2025
Q3 		$2.89K Sell
7
-1
-13% -$364 ﹤0.01% 874
2025
Q2 		$2.57K Hold
8
– – ﹤0.01% 832
2025
Q1 		$2.25K Buy
8
+2
+33% +$652 ﹤0.01% 883
2024
Q4 		$1.98K Hold
6
– – ﹤0.01% 886
2024
Q3 		$1.88K Buy
6
+2
+50% +$560 ﹤0.01% 922
2024
Q2 		$1.13K Buy
+4
New +$975 ﹤0.01% 919

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Montag & Associates's VMI Position: Q2 2026 in Review

Montag & Associates held its Valmont Industries (VMI) position steady in Q2 2026 at 85 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Montag & Associates first reported a position in VMI in Q2 2024 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Montag & Associates held 85 shares of Valmont Industries worth $48.9K as of Q2 2026.
  • Montag & Associates left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #599 holding.
  • Montag & Associates first reported a position in Valmont Industries in Q2 2024 and has held it in 9 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.