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Personal CFO Solutions’s Valmont Industries VMI Stock Holding History

Personal CFO Solutions’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 		$619K Sell
1,070
-173
-14% -$87K 0.09% 204
2026
Q1 		$497K Sell
1,243
-143
-10% -$62.4K 0.07% 256
2025
Q4 		$557K Sell
1,386
-117
-8% -$47.6K 0.09% 219
2025
Q3 		$583K Sell
1,503
-26
-2% -$9.46K 0.1% 203
2025
Q2 		$499K Buy
1,529
+12
+0.8% +$3.68K 0.09% 224
2025
Q1 		$433K Sell
1,517
-63
-4% -$20.5K 0.09% 237
2024
Q4 		$485K Sell
1,580
-48
-3% -$15.5K 0.1% 208
2024
Q3 		$472K Buy
1,628
+159
+11% +$44.5K 0.07% 275
2024
Q2 		$403K Buy
1,469
+423
+40% +$103K 0.06% 297
2024
Q1 		$239K Buy
1,046
+4
+0.4% +$895 0.04% 466
2023
Q4 		$243K Buy
+1,042
New +$229K 0.04% 433

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

Personal CFO Solutions's VMI Position: Q2 2026 in Review

Personal CFO Solutions reduced its Valmont Industries (VMI) stake by 14% in Q2 2026, selling an estimated $87K and leaving 1,070 shares worth $619K. The position accounts for 0.09% of the portfolio, ranked #204.

Personal CFO Solutions first reported a position in VMI in Q4 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Personal CFO Solutions held 1,070 shares of Valmont Industries worth $619K as of Q2 2026.
  • Personal CFO Solutions sold 173 Valmont Industries shares in Q2 2026, an estimated $87K.
  • Valmont Industries made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #204 holding.
  • Personal CFO Solutions first reported a position in Valmont Industries in Q4 2023 and has held it in 11 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.