MS
VMI icon

Murray Stahl’s Valmont Industries VMI Stock Holding History

Murray Stahl’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 		$694K Hold
1,201
– – 0.01% 195
2026
Q1 		$480K Sell
1,201
-100
-8% -$43.7K 0.01% 226
2025
Q4 		$523K Sell
1,301
-50
-4% -$20.3K 0.01% 220
2025
Q3 		$524K Sell
1,351
-1,025
-43% -$373K 0.01% 228
2025
Q2 		$776K Sell
2,376
-199
-8% -$61K 0.01% 204
2025
Q1 		$735K Hold
2,575
– – 0.01% 206
2024
Q4 		$790K Hold
2,575
– – 0.01% 203
2024
Q3 		$747K Buy
2,575
+900
+54% +$252K 0.01% 206
2024
Q2 		$460K Hold
1,675
– – 0.01% 219
2024
Q1 		$382K Sell
1,675
-200
-11% -$44.8K 0.01% 235
2023
Q4 		$438K Buy
1,875
+100
+6% +$22K 0.01% 218
2023
Q3 		$426K Hold
1,775
– – 0.01% 223
2023
Q2 		$517K Sell
1,775
-300
-14% -$86.7K 0.01% 216
2023
Q1 		$663K Sell
2,075
-125
-6% -$39.9K 0.01% 191
2022
Q4 		$727K Sell
2,200
-50
-2% -$15.9K 0.01% 181
2022
Q3 		$604K Hold
2,250
– – 0.01% 193
2022
Q2 		$505K Sell
2,250
-50
-2% -$12.2K 0.01% 213
2022
Q1 		$549K Hold
2,300
– – 0.01% 227
2021
Q4 		$576K Hold
2,300
– – 0.01% 229
2021
Q3 		$541K Hold
2,300
– – 0.01% 235
2021
Q2 		$543K Hold
2,300
– – 0.01% 235
2021
Q1 		$547K Sell
2,300
-150
-6% -$33.3K 0.01% 236
2020
Q4 		$429K Hold
2,450
– – 0.01% 252
2020
Q3 		$304K Sell
2,450
-100
-4% -$12.3K 0.01% 298
2020
Q2 		$290K Hold
2,550
– – 0.01% 296
2020
Q1 		$270K Buy
2,550
+125
+5% +$16.2K 0.01% 282
2019
Q4 		$363K Hold
2,425
– – 0.01% 284
2019
Q3 		$336K Hold
2,425
– – 0.01% 302
2019
Q2 		$308K Sell
2,425
-600
-20% -$74.8K 0.01% 399
2019
Q1 		$394K Buy
+3,025
New +$390K 0.01% 286

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

Murray Stahl's VMI Position: Q2 2026 in Review

Murray Stahl held its Valmont Industries (VMI) position steady in Q2 2026 at 1,201 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #195.

Murray Stahl first reported a position in VMI in Q1 2019 and has held it in 30 quarters since. The position peaked at $790K in Q4 2024. 649 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Murray Stahl held 1,201 shares of Valmont Industries worth $694K as of Q2 2026.
  • Murray Stahl left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up 0.01% of Murray Stahl's portfolio in Q2 2026, its #195 holding.
  • Murray Stahl first reported a position in Valmont Industries in Q1 2019 and has held it in 30 quarters since.
  • Murray Stahl's Valmont Industries position peaked at $790K in Q4 2024.
  • 649 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.