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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
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 $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

Personal CFO Solutions's VMI Position: Q1 2026 in Review

Personal CFO Solutions reduced its Valmont Industries (VMI) stake by 10% in Q1 2026, selling an estimated $62.4K and leaving 1,243 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #256.

Personal CFO Solutions first reported a position in VMI in Q4 2023 and has held it in 10 quarters since. The position peaked at $583K in Q3 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Personal CFO Solutions held 1,243 shares of Valmont Industries worth $497K as of Q1 2026.
  • Personal CFO Solutions sold 143 Valmont Industries shares in Q1 2026, an estimated $62.4K.
  • Valmont Industries made up 0.07% of Personal CFO Solutions's portfolio in Q1 2026, its #256 holding.
  • Personal CFO Solutions first reported a position in Valmont Industries in Q4 2023 and has held it in 10 quarters since.
  • Personal CFO Solutions's Valmont Industries position peaked at $583K in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.