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Pinnacle Wealth Planning Services’s Valmont Industries VMI Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.6K Hold
4
– – ﹤0.01% 2483
2025
Q4 		$1.61K Buy
+4
New +$1.63K ﹤0.01% 2523
2021
Q1 		– Sell
-11
Closed -$2K – 1891
2020
Q4 		$2K Buy
+11
New +$1.71K ﹤0.01% 2001

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

Pinnacle Wealth Planning Services's VMI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Valmont Industries (VMI) position steady in Q1 2026 at 4 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Pinnacle Wealth Planning Services first reported a position in VMI in Q4 2020 and has held it in 3 quarters since. The position peaked at $2K in Q4 2020. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4 shares of Valmont Industries worth $1.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Valmont Industries share count unchanged in Q1 2026.
  • Valmont Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2483 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valmont Industries in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Valmont Industries position peaked at $2K in Q4 2020.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.