Perigon Wealth Management’s Vulcan Materials VMC Stock Holding History

Perigon Wealth Management’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	$564K	Sell	1,911 -19	-1%	-$5.45K	0.01%	829
2026 Q1	$526K	Sell	1,930 -16	-0.8%	-$4.71K	0.01%	783
2025 Q4	$555K	Buy	1,946 +1,270	+188%	+$373K	0.01%	744
2025 Q3	$208K	Buy	+676	New	+$192K	﹤0.01%	1147
2022 Q2	–	Sell	-1,517	Closed	-$279K	–	625
2022 Q1	$279K	Sell	1,517 -81	-5%	-$15.1K	0.02%	484
2021 Q4	$332K	Buy	1,598 +89	+6%	+$17.2K	0.02%	428
2021 Q3	$255K	Sell	1,509 -62	-4%	-$11.1K	0.02%	449
2021 Q2	$273K	Buy	+1,571	New	+$281K	0.02%	423
2021 Q1	–	Sell	-949	Closed	-$141K	–	1021
2020 Q4	$141K	Buy	+949	New	+$135K	0.02%	474
2018 Q2	–	Sell	-100	Closed	-$11K	–	581
2018 Q1	$11K	Hold	100	–	–	﹤0.01%	506
2017 Q4	$13K	Hold	100	–	–	﹤0.01%	470
2017 Q3	$12K	Hold	100	–	–	﹤0.01%	498
2017 Q2	$13K	Hold	100	–	–	﹤0.01%	482
2017 Q1	$12K	Hold	100	–	–	﹤0.01%	513
2016 Q4	$12K	Buy	+100	New	+$12.1K	﹤0.01%	542

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

Perigon Wealth Management's VMC Position: Q2 2026 in Review

Perigon Wealth Management reduced its Vulcan Materials (VMC) stake by 0.98% in Q2 2026, selling an estimated $5.45K and leaving 1,911 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #829.

Perigon Wealth Management first reported a position in VMC in Q4 2016 and has held it in 15 quarters since. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Perigon Wealth Management held 1,911 shares of Vulcan Materials worth $564K as of Q2 2026.
Perigon Wealth Management sold 19 Vulcan Materials shares in Q2 2026, an estimated $5.45K.
Vulcan Materials made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #829 holding.
Perigon Wealth Management first reported a position in Vulcan Materials in Q4 2016 and has held it in 15 quarters since.
1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.