NewEdge Advisors’s Vulcan Materials VMC Stock Holding History

NewEdge 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	$8.37M	Buy	30,754 +6,980	+29%	+$2.05M	0.03%	503
2025 Q4	$6.78M	Buy	23,774 +17,388	+272%	+$5.1M	0.02%	549
2025 Q3	$1.96M	Buy	6,386 +1,439	+29%	+$409K	0.01%	1023
2025 Q2	$1.29M	Buy	4,947 +588	+13%	+$151K	0.01%	1148
2025 Q1	$1.02M	Buy	4,359 +163	+4%	+$41.4K	0.01%	1177
2024 Q4	$1.08M	Buy	4,196 +942	+29%	+$253K	0.01%	1116
2024 Q3	$815K	Buy	3,254 +179	+6%	+$44.5K	0.01%	1197
2024 Q2	$765K	Buy	3,075 +324	+12%	+$83.7K	0.01%	1192
2024 Q1	$751K	Sell	2,751 -477	-15%	-$118K	0.01%	1138
2023 Q4	$728K	Buy	3,228 +1,639	+103%	+$347K	0.01%	1097
2023 Q3	$321K	Buy	1,589 +918	+137%	+$200K	﹤0.01%	1391
2023 Q2	$151K	Sell	671 -67	-9%	-$12.8K	﹤0.01%	1722
2023 Q1	$127K	Sell	738 -778	-51%	-$138K	﹤0.01%	1679
2022 Q4	$135K	Buy	+1,516	New	+$259K	﹤0.01%	1325
2022 Q1	–	Sell	-2,701	Closed	-$560K	–	1641
2021 Q4	$560K	Buy	+2,701	New	+$523K	0.01%	1017

Other funds holding VMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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