Mowery & Schoenfeld Wealth Management’s Vulcan Materials VMC Stock Holding History

Mowery & Schoenfeld 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 Q2	$50.7K	Hold	172	–	–	0.07%	137
2026 Q1	$46.8K	Hold	172	–	–	0.07%	129
2025 Q4	$49.1K	Hold	172	–	–	0.07%	140
2025 Q3	$52.9K	Hold	172	–	–	0.09%	116
2025 Q2	$44.9K	Hold	172	–	–	0.07%	120
2025 Q1	$40.1K	Sell	172 -3	-2%	-$762	0.08%	148
2024 Q4	$45K	Buy	175 +21	+14%	+$5.65K	0.09%	116
2024 Q3	$38.6K	Hold	154	–	–	0.06%	116
2024 Q2	$38.3K	Buy	+154	New	+$39.8K	0.06%	112

Other funds holding VMC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VMC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Vulcan Materials (VMC) position steady in Q2 2026 at 172 shares worth $50.7K. The position accounts for 0.07% of the portfolio, ranked #137.

Mowery & Schoenfeld Wealth Management first reported a position in VMC in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.9K in Q3 2025. 604 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 172 shares of Vulcan Materials worth $50.7K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Vulcan Materials share count unchanged in Q2 2026.
Vulcan Materials made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #137 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Vulcan Materials in Q2 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's Vulcan Materials position peaked at $52.9K in Q3 2025.
604 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.