Perigon Wealth Management’s Valmont Industries VMI Stock Holding History

Perigon Wealth 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 Q3	$1.24M	Sell	2,687 -1,125	-30%	-$555K	0.02%	528
2026 Q2	$2.2M	Sell	3,812 -60	-2%	-$30.2K	0.03%	398
2026 Q1	$1.55M	Sell	3,872 -425	-10%	-$186K	0.03%	426
2025 Q4	$1.73M	Buy	4,297 +893	+26%	+$363K	0.03%	399
2025 Q3	$1.32M	Buy	3,404 +1,682	+98%	+$612K	0.03%	439
2025 Q2	$562K	Buy	1,722 +121	+8%	+$37.1K	0.01%	638
2025 Q1	$457K	Buy	1,601 +5	+0.3%	+$1.63K	0.01%	665
2024 Q4	$536K	Buy	1,596 +14	+0.9%	+$4.51K	0.01%	621
2024 Q3	$459K	Buy	1,582 +11	+0.7%	+$3.08K	0.01%	644
2024 Q2	$431K	Buy	1,571 +98	+7%	+$23.9K	0.01%	577
2024 Q1	$336K	Buy	+1,473	New	+$330K	0.01%	652

Other funds holding VMI

RBDF

Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Perigon Wealth Management's VMI Position: Q3 2026 in Review

Perigon Wealth Management reduced its Valmont Industries (VMI) stake by 30% in Q3 2026, selling an estimated $555K and leaving 2,687 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #528.

Perigon Wealth Management first reported a position in VMI in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.2M in Q2 2026. 176 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

Perigon Wealth Management held 2,687 shares of Valmont Industries worth $1.24M as of Q3 2026.
Perigon Wealth Management sold 1,125 Valmont Industries shares in Q3 2026, an estimated $555K.
Valmont Industries made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #528 holding.
Perigon Wealth Management first reported a position in Valmont Industries in Q1 2024 and has held it in 11 quarters since.
Perigon Wealth Management's Valmont Industries position peaked at $2.2M in Q2 2026.
176 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.