Mount Yale Investment Advisors’s Vulcan Materials VMC Stock Holding History

Mount Yale Investment 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
2026 Q2	$964K	Buy	3,267 +72	+2%	+$20.6K	0.02%	594
2026 Q1	$870K	Buy	3,195 +1,001	+46%	+$295K	0.02%	556
2025 Q4	$626K	Sell	2,194 -273	-11%	-$80.1K	0.03%	407
2025 Q3	$759K	Buy	2,467 +2,018	+449%	+$573K	0.05%	334
2025 Q2	$117K	Buy	+449	New	+$115K	0.01%	625
2018 Q4	–	Sell	-794	Closed	-$87K	–	772
2018 Q3	$87K	Sell	794 -166	-17%	-$19.3K	0.02%	488
2018 Q2	$124K	Buy	960 +455	+90%	+$56.1K	0.02%	395
2018 Q1	$58K	Buy	+505	New	+$63.6K	0.01%	591

Other funds holding VMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Mount Yale Investment Advisors's VMC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vulcan Materials (VMC) stake by 2.3% in Q2 2026, buying an estimated $20.6K and bringing the position to 3,267 shares worth $964K. The position accounts for 0.02% of the portfolio, ranked #594.

Mount Yale Investment Advisors first reported a position in VMC in Q1 2018 and has held it in 8 quarters since. 1,069 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Mount Yale Investment Advisors held 3,267 shares of Vulcan Materials worth $964K as of Q2 2026.
Mount Yale Investment Advisors bought 72 Vulcan Materials shares in Q2 2026, an estimated $20.6K.
Vulcan Materials made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #594 holding.
Mount Yale Investment Advisors first reported a position in Vulcan Materials in Q1 2018 and has held it in 8 quarters since.
1,069 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.