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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Perigon Wealth Management's VMI Position: Q1 2026 in Review

Perigon Wealth Management reduced its Valmont Industries (VMI) stake by 9.9% in Q1 2026, selling an estimated $186K and leaving 3,872 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #426.

Perigon Wealth Management first reported a position in VMI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q4 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Perigon Wealth Management held 3,872 shares of Valmont Industries worth $1.55M as of Q1 2026.
  • Perigon Wealth Management sold 425 Valmont Industries shares in Q1 2026, an estimated $186K.
  • Valmont Industries made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #426 holding.
  • Perigon Wealth Management first reported a position in Valmont Industries in Q1 2024 and has held it in 9 quarters since.
  • Perigon Wealth Management's Valmont Industries position peaked at $1.73M in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.