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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mount Yale Investment Advisors's VMC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vulcan Materials (VMC) stake by 46% in Q1 2026, buying an estimated $295K and bringing the position to 3,195 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #556.

Mount Yale Investment Advisors first reported a position in VMC in Q1 2018 and has held it in 7 quarters since. 1,029 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Mount Yale Investment Advisors held 3,195 shares of Vulcan Materials worth $870K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,001 Vulcan Materials shares in Q1 2026, an estimated $295K.
  • Vulcan Materials made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #556 holding.
  • Mount Yale Investment Advisors first reported a position in Vulcan Materials in Q1 2018 and has held it in 7 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.