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Palmer Knight Company’s Vulcan Materials VMC Stock Holding History

Palmer Knight Company’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 		$7.47M Buy
27,421
+6,776
+33% +$1.99M 3.64% 15
2025
Q4 		$5.89M Sell
20,645
-3,720
-15% -$1.09M 3.09% 23
2025
Q3 		$7.5M Sell
24,365
-586
-2% -$166K 3.55% 14
2025
Q2 		$6.51M Buy
24,951
+20
+0.1% +$5.14K 2.77% 24
2025
Q1 		$5.82M Sell
24,931
-421
-2% -$107K 2.83% 20
2024
Q4 		$6.52M Buy
25,352
+221
+0.9% +$59.4K 2.92% 21
2024
Q3 		$6.29M Sell
25,131
-105
-0.4% -$26.1K 2.77% 22
2024
Q2 		$6.28M Buy
25,236
+123
+0.5% +$31.8K 3% 20
2024
Q1 		$6.85M Buy
25,113
+766
+3% +$189K 3.34% 19
2023
Q4 		$5.53M Sell
24,347
-93
-0.4% -$19.7K 3.34% 20
2023
Q3 		$4.94M Sell
24,440
-4,212
-15% -$916K 3.31% 21
2023
Q2 		$6.46M Buy
28,652
+843
+3% +$162K 3.88% 11
2023
Q1 		$4.77M Buy
27,809
+1,328
+5% +$236K 3.03% 24
2022
Q4 		$4.64M Sell
26,481
-34
-0.1% -$5.81K 4.14% 14
2022
Q3 		$4.18M Buy
26,515
+2,060
+8% +$335K 3.94% 15
2022
Q2 		$3.48M Sell
24,455
-216
-0.9% -$35.7K 3.29% 21
2022
Q1 		$4.53M Sell
24,671
-16,046
-39% -$2.99M 3.58% 18
2021
Q4 		$8.45M Buy
40,717
+378
+0.9% +$73.2K 3.95% 14
2021
Q3 		$6.82M Buy
40,339
+1,633
+4% +$292K 3.56% 20
2021
Q2 		$6.74M Sell
38,706
-499
-1% -$89.2K 3.7% 18
2021
Q1 		$6.62M Buy
39,205
+4,246
+12% +$689K 3.8% 17
2020
Q4 		$5.18M Buy
34,959
+1,785
+5% +$255K 3.94% 17
2020
Q3 		$4.5M Sell
33,174
-3,695
-10% -$464K 4.59% 9
2020
Q2 		$4.27M Buy
36,869
+584
+2% +$64K 3.32% 23
2020
Q1 		$3.92M Sell
36,285
-1,655
-4% -$211K 3.77% 21
2019
Q4 		$5.46M Buy
37,940
+2,525
+7% +$361K 4.57% 14
2019
Q3 		$5.36M Buy
35,415
+1,201
+4% +$170K 4.55% 11
2019
Q2 		$4.7M Buy
34,214
+496
+1% +$63.3K 4.05% 17
2019
Q1 		$3.99M Buy
33,718
+737
+2% +$79.6K 3.69% 20
2018
Q4 		$3.26M Buy
+32,981
New +$3.34M 3.82% 20

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 $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Palmer Knight Company's VMC Position: Q1 2026 in Review

Palmer Knight Company increased its Vulcan Materials (VMC) stake by 33% in Q1 2026, buying an estimated $1.99M and bringing the position to 27,421 shares worth $7.47M. The position accounts for 3.64% of the portfolio, ranked #15.

Palmer Knight Company first reported a position in VMC in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.45M in Q4 2021. 1,029 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Palmer Knight Company held 27,421 shares of Vulcan Materials worth $7.47M as of Q1 2026.
  • Palmer Knight Company bought 6,776 Vulcan Materials shares in Q1 2026, an estimated $1.99M.
  • Vulcan Materials made up 3.64% of Palmer Knight Company's portfolio in Q1 2026, its #15 holding.
  • Palmer Knight Company first reported a position in Vulcan Materials in Q4 2018 and has held it in 30 quarters since.
  • Palmer Knight Company's Vulcan Materials position peaked at $8.45M in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Palmer Knight Company's 13F filing for Q1 2026, filed 12 May 2026.