PFW Advisors’s Vulcan Materials VMC Stock Holding History

PFW Advisors’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.6M	Sell	107,154 -36	-0%	-$10.3K	9.22%	2
2026 Q1	$29.2M	Hold	107,190	–	–	9.18%	2
2025 Q4	$30.6M	Hold	107,190	–	–	9.23%	2
2025 Q3	$33M	Sell	107,190 -13,000	-11%	-$3.69M	9.75%	1
2025 Q2	$31.3M	Hold	120,190	–	–	9.64%	2
2025 Q1	$28M	Hold	120,190	–	–	8.79%	2
2024 Q4	$30.9M	Buy	+120,190	New	+$32.3M	9.51%	1
2024 Q2	$29.9M	Sell	120,190 -321	-0.3%	-$83K	9.51%	2
2024 Q1	$32.9M	Hold	120,511	–	–	10.05%	1
2023 Q4	$27.4M	Sell	120,511 -8	-0%	-$1.7K	8.74%	2
2023 Q3	$24.3M	Hold	120,519	–	–	8.6%	2
2023 Q2	$27M	Buy	+120,519	New	+$23.1M	9%	2
2019 Q3	$30.1M	Buy	+120,190	New	+$17M	9.1%	2

Other funds holding VMC

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PFW Advisors's VMC Position: Q2 2026 in Review

PFW Advisors reduced its Vulcan Materials (VMC) stake by 0.03% in Q2 2026, selling an estimated $10.3K and leaving 107,154 shares worth $31.6M. The position accounts for 9.22% of the portfolio, ranked #2.

PFW Advisors first reported a position in VMC in Q3 2019 and has held it in 13 quarters since. The position peaked at $33M in Q3 2025. 159 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

PFW Advisors held 107,154 shares of Vulcan Materials worth $31.6M as of Q2 2026.
PFW Advisors sold 36 Vulcan Materials shares in Q2 2026, an estimated $10.3K.
Vulcan Materials made up 9.22% of PFW Advisors's portfolio in Q2 2026, its #2 holding.
PFW Advisors first reported a position in Vulcan Materials in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Vulcan Materials position peaked at $33M in Q3 2025.
159 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.