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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Phoenix Financial's VMC Position: Q1 2026 in Review

Phoenix Financial increased its Vulcan Materials (VMC) stake by 22% in Q1 2026, buying an estimated $67.1K and bringing the position to 1,270 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Phoenix Financial first reported a position in VMC in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.82M in Q4 2023. 1,029 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Phoenix Financial held 1,270 shares of Vulcan Materials worth $346K as of Q1 2026.
Phoenix Financial bought 228 Vulcan Materials shares in Q1 2026, an estimated $67.1K.
Vulcan Materials made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #358 holding.
Phoenix Financial first reported a position in Vulcan Materials in Q1 2022 and has held it in 12 quarters since.
Phoenix Financial's Vulcan Materials position peaked at $4.82M in Q4 2023.
1,029 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.