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Optimize Financial’s Vulcan Materials VMC Stock Holding History

Optimize Financial’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 		– Sell
-1,019
Closed -$291K – 466
2025
Q4 		$291K Buy
1,019
+12
+1% +$3.52K 0.15% 276
2025
Q3 		$310K Buy
+1,007
New +$286K 0.16% 272
2025
Q1 		– Sell
-1,039
Closed -$267K – 289
2024
Q4 		$267K Buy
+1,039
New +$279K 0.2% 157

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Optimize Financial's VMC Position: Q1 2026 in Review

Optimize Financial sold out of Vulcan Materials (VMC) in Q1 2026, closing a stake of 1,019 shares — an estimated $291K sold.

Optimize Financial first reported a position in VMC in Q4 2024 and held it in 3 quarters. The position peaked at $310K in Q3 2025. 1,032 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Optimize Financial reported no remaining Vulcan Materials position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,019 Vulcan Materials shares in Q1 2026, an estimated $291K.
  • Optimize Financial first reported a position in Vulcan Materials in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Vulcan Materials position peaked at $310K in Q3 2025.
  • 1,032 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.