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 Q3	$1.85K	Sell	4 -2	-33%	-$987	﹤0.01%	2496
2026 Q2	$3.47K	Buy	6 +2	+50%	+$1.01K	﹤0.01%	2366
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

RBDF

Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Pinnacle Wealth Planning Services's VMI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Valmont Industries (VMI) stake by 33% in Q3 2026, selling an estimated $987 and leaving 4 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Pinnacle Wealth Planning Services first reported a position in VMI in Q4 2020 and has held it in 5 quarters since. The position peaked at $3.47K in Q2 2026. 157 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

Pinnacle Wealth Planning Services held 4 shares of Valmont Industries worth $1.85K as of Q3 2026.
Pinnacle Wealth Planning Services sold 2 Valmont Industries shares in Q3 2026, an estimated $987.
Valmont Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2496 holding.
Pinnacle Wealth Planning Services first reported a position in Valmont Industries in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Valmont Industries position peaked at $3.47K in Q2 2026.
157 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.