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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

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

Perigon Wealth Management reduced its Valmont Industries (VMI) stake by 1.5% in Q2 2026, selling an estimated $30.2K and leaving 3,812 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #398.

Perigon Wealth Management first reported a position in VMI in Q1 2024 and has held it in 10 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Perigon Wealth Management held 3,812 shares of Valmont Industries worth $2.2M as of Q2 2026.
  • Perigon Wealth Management sold 60 Valmont Industries shares in Q2 2026, an estimated $30.2K.
  • Valmont Industries made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #398 holding.
  • Perigon Wealth Management first reported a position in Valmont Industries in Q1 2024 and has held it in 10 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

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