Optima Capital’s Valmont Industries VMI Stock Holding History

Optima Capital’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 Q1	–	Sell	-2	Closed	-$806	–	1270
2025 Q4	$806	Buy	+2	New	+$814	﹤0.01%	1000

Other funds holding VMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Optima Capital's VMI Position: Q1 2026 in Review

Optima Capital sold out of Valmont Industries (VMI) in Q1 2026, closing a stake of 2 shares — an estimated $806 sold.

Optima Capital first reported a position in VMI in Q4 2025 and held it in 1 quarter. The position peaked at $806 in Q4 2025. 603 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

Optima Capital reported no remaining Valmont Industries position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 2 Valmont Industries shares in Q1 2026, an estimated $806.
Optima Capital first reported a position in Valmont Industries in Q4 2025 and held it in 1 quarter.
Optima Capital's Valmont Industries position peaked at $806 in Q4 2025.
603 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.