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Pacific Capital Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-108
Closed -$27.7K – 372
2024
Q4 		$27.7K Sell
108
-8
-7% -$2.15K ﹤0.01% 192
2024
Q3 		$29.1K Buy
116
+9
+8% +$2.23K ﹤0.01% 199
2024
Q2 		$26.7K Hold
107
– – ﹤0.01% 205
2024
Q1 		$29.2K Hold
107
– – 0.01% 171
2023
Q4 		$24.2K Buy
+107
New +$22.7K 0.01% 181

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Pacific Capital Wealth Advisors's VMC Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Vulcan Materials (VMC) in Q1 2025, closing a stake of 108 shares — an estimated $27.7K sold.

Pacific Capital Wealth Advisors first reported a position in VMC in Q4 2023 and held it in 5 quarters. The position peaked at $29.2K in Q1 2024. 916 funds tracked by Wall St. Rank hold VMC as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Vulcan Materials position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 108 Vulcan Materials shares in Q1 2025, an estimated $27.7K.
  • Pacific Capital Wealth Advisors first reported a position in Vulcan Materials in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Vulcan Materials position peaked at $29.2K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.