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

Pacific Excel 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
2026 Q2	$314K	Buy	+1,066	New	+$306K	0.12%	141

Other funds holding VMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Pacific Excel Wealth Advisors's VMC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vulcan Materials (VMC) in Q2 2026: 1,066 shares worth $314K. The stake represents 0.12% of the portfolio and ranks #141 among its holdings.

1,064 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Pacific Excel Wealth Advisors held 1,066 shares of Vulcan Materials worth $314K as of Q2 2026.
Vulcan Materials was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vulcan Materials made up 0.12% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #141 holding.
1,064 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.