OAM
VMI icon

OP Asset Management’s Valmont Industries VMI Stock Holding History

OP Asset Management’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 		$14.6M Sell
25,312
-13,636
-35% -$6.86M 0.16% 104
2026
Q1 		$15.6M Sell
38,948
-5,049
-11% -$2.2M 0.16% 96
2025
Q4 		$17.7M Buy
43,997
+32,917
+297% +$13.4M 0.21% 83
2025
Q3 		$4.3M Buy
11,080
+1,404
+15% +$511K 0.06% 271
2025
Q2 		$3.16M Sell
9,676
-4,374
-31% -$1.34M 0.05% 323
2025
Q1 		$4.01M Buy
+14,050
New +$4.58M 0.07% 252

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PTB
Pioneer Trust Bank Salem, Oregon $441M AUM 21.13% 1-Year Est. Return

OP Asset Management's VMI Position: Q2 2026 in Review

OP Asset Management reduced its Valmont Industries (VMI) stake by 35% in Q2 2026, selling an estimated $6.86M and leaving 25,312 shares worth $14.6M. The position accounts for 0.16% of the portfolio, ranked #104.

OP Asset Management first reported a position in VMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.7M in Q4 2025. 212 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • OP Asset Management held 25,312 shares of Valmont Industries worth $14.6M as of Q2 2026.
  • OP Asset Management sold 13,636 Valmont Industries shares in Q2 2026, an estimated $6.86M.
  • Valmont Industries made up 0.16% of OP Asset Management's portfolio in Q2 2026, its #104 holding.
  • OP Asset Management first reported a position in Valmont Industries in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Valmont Industries position peaked at $17.7M in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.