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O'Shaughnessy Asset Management’s Valmont Industries VMI Stock Holding History

O'Shaughnessy 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 		$3.56M Sell
6,167
-2,072
-25% -$1.04M 0.02% 672
2026
Q1 		$3.29M Sell
8,239
-9,878
-55% -$4.31M 0.02% 668
2025
Q4 		$7.29M Buy
18,117
+498
+3% +$203K 0.04% 413
2025
Q3 		$6.83M Buy
17,619
+2,835
+19% +$1.03M 0.04% 423
2025
Q2 		$4.83M Buy
14,784
+1,175
+9% +$360K 0.03% 476
2025
Q1 		$3.88M Buy
13,609
+12,403
+1,028% +$4.04M 0.03% 491
2024
Q4 		$370K Buy
1,206
+370
+44% +$119K ﹤0.01% 1424
2024
Q3 		$254K Buy
+836
New +$234K ﹤0.01% 1557
2023
Q1 		– Sell
-615
Closed -$203K – 1539
2022
Q4 		$203K Buy
+615
New +$195K ﹤0.01% 1112
2021
Q4 		– Sell
-680
Closed -$160K – 2454
2021
Q3 		$160K Sell
680
-118
-15% -$28.1K ﹤0.01% 1139
2021
Q2 		$188K Buy
798
+56
+8% +$13.6K ﹤0.01% 1057
2021
Q1 		$176K Buy
742
+38
+5% +$8.43K ﹤0.01% 975
2020
Q4 		$123K Buy
704
+351
+99% +$54.7K ﹤0.01% 1005
2020
Q3 		$44K Buy
353
+341
+2,842% +$41.9K ﹤0.01% 1108
2020
Q2 		$1K Buy
+12
New +$1.33K ﹤0.01% 1674
2020
Q1 		– Sell
-2
Closed – – 1827
2019
Q4 		$0 Buy
+2
New +$283 ﹤0.01% 1907
2017
Q2 		– Sell
-6
Closed -$1K – 974
2017
Q1 		$1K Hold
6
– – ﹤0.01% 853
2016
Q4 		$1K Hold
6
– – ﹤0.01% 885
2016
Q3 		$1K Hold
6
– – ﹤0.01% 860
2016
Q2 		$1K Buy
+6
New +$793 ﹤0.01% 878

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

O'Shaughnessy Asset Management's VMI Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Valmont Industries (VMI) stake by 25% in Q2 2026, selling an estimated $1.04M and leaving 6,167 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #672.

O'Shaughnessy Asset Management first reported a position in VMI in Q2 2016 and has held it in 20 quarters since. The position peaked at $7.29M in Q4 2025. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • O'Shaughnessy Asset Management held 6,167 shares of Valmont Industries worth $3.56M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 2,072 Valmont Industries shares in Q2 2026, an estimated $1.04M.
  • Valmont Industries made up 0.02% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #672 holding.
  • O'Shaughnessy Asset Management first reported a position in Valmont Industries in Q2 2016 and has held it in 20 quarters since.
  • O'Shaughnessy Asset Management's Valmont Industries position peaked at $7.29M in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.