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Phoenix Financial’s Vulcan Materials VMC Stock Holding History

Phoenix Financial’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 		$407K Buy
1,381
+111
+9% +$31.8K ﹤0.01% 379
2026
Q1 		$346K Buy
1,270
+228
+22% +$67.1K ﹤0.01% 358
2025
Q4 		$297K Buy
1,042
+166
+19% +$48.7K ﹤0.01% 383
2025
Q3 		$269K Buy
+876
New +$249K ﹤0.01% 400
2024
Q2 		– Sell
-4,021
Closed -$1.09M – 443
2024
Q1 		$1.09M Sell
4,021
-15,471
-79% -$3.81M 0.02% 221
2023
Q4 		$4.82M Buy
19,492
+7,322
+60% +$1.55M 0.08% 116
2023
Q3 		$2.47M Buy
12,170
+2,112
+21% +$459K 0.05% 173
2023
Q2 		$2.27M Buy
10,058
+1,698
+20% +$325K 0.05% 151
2023
Q1 		$1.44M Buy
8,360
+736
+10% +$131K 0.03% 169
2022
Q4 		$1.35M Sell
7,624
-2,738
-26% -$468K 0.03% 159
2022
Q3 		$1.64M Buy
10,362
+414
+4% +$67.2K 0.04% 165
2022
Q2 		$1.42M Sell
9,948
-462
-4% -$76.3K 0.03% 199
2022
Q1 		$1.91M Buy
+10,410
New +$1.94M 0.03% 199

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Phoenix Financial's VMC Position: Q2 2026 in Review

Phoenix Financial increased its Vulcan Materials (VMC) stake by 8.7% in Q2 2026, buying an estimated $31.8K and bringing the position to 1,381 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Phoenix Financial first reported a position in VMC in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.82M in Q4 2023. 1,069 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Phoenix Financial held 1,381 shares of Vulcan Materials worth $407K as of Q2 2026.
  • Phoenix Financial bought 111 Vulcan Materials shares in Q2 2026, an estimated $31.8K.
  • Vulcan Materials made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #379 holding.
  • Phoenix Financial first reported a position in Vulcan Materials in Q1 2022 and has held it in 13 quarters since.
  • Phoenix Financial's Vulcan Materials position peaked at $4.82M in Q4 2023.
  • 1,069 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.