Pinnacle Wealth Planning Services’s Vulcan Materials VMC Stock Holding History

Pinnacle Wealth Planning Services’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	$275K	Buy	932 +7	+0.8%	+$2.01K	0.03%	406
2026 Q1	$252K	Buy	925 +10	+1%	+$2.94K	0.03%	398
2025 Q4	$261K	Sell	915 -24	-3%	-$7.04K	0.03%	369
2025 Q3	$289K	Sell	939 -1	-0.1%	-$284	0.03%	333
2025 Q2	$245K	Buy	+940	New	+$242K	0.03%	359
2024 Q4	–	Sell	-1,040	Closed	-$260K	–	558
2024 Q3	$260K	Hold	1,040	–	–	0.04%	345
2024 Q2	$259K	Sell	1,040 -4	-0.4%	-$1.03K	0.04%	332
2024 Q1	$285K	Buy	1,044 +4	+0.4%	+$986	0.04%	311
2023 Q4	$236K	Buy	1,040 +4	+0.4%	+$847	0.04%	341
2023 Q3	$209K	Buy	1,036 +1	+0.1%	+$218	0.03%	350
2023 Q2	$233K	Buy	+1,035	New	+$198K	0.04%	324
2021 Q1	–	Sell	-267	Closed	-$39K	–	1890
2020 Q4	$39K	Buy	+267	New	+$38.1K	0.01%	904

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Pinnacle Wealth Planning Services's VMC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Vulcan Materials (VMC) stake by 0.76% in Q2 2026, buying an estimated $2.01K and bringing the position to 932 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #406.

Pinnacle Wealth Planning Services first reported a position in VMC in Q4 2020 and has held it in 12 quarters since. The position peaked at $289K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Pinnacle Wealth Planning Services held 932 shares of Vulcan Materials worth $275K as of Q2 2026.
Pinnacle Wealth Planning Services bought 7 Vulcan Materials shares in Q2 2026, an estimated $2.01K.
Vulcan Materials made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #406 holding.
Pinnacle Wealth Planning Services first reported a position in Vulcan Materials in Q4 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Vulcan Materials position peaked at $289K in Q3 2025.
1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.