Planning Strategies
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Planning Strategies’s Vulcan Materials VMC Stock Holding History

Planning Strategies’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
Q3 		$7.09K Sell
29
-2
-6% -$544 ﹤0.01% 387
2026
Q2 		$9.14K Buy
+31
New +$8.89K 0.01% 336

Other funds holding VMC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Planning Strategies's VMC Position: Q3 2026 in Review

Planning Strategies reduced its Vulcan Materials (VMC) stake by 6.5% in Q3 2026, selling an estimated $544 and leaving 29 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Planning Strategies first reported a position in VMC in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.14K in Q2 2026. 857 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

  • Planning Strategies held 29 shares of Vulcan Materials worth $7.09K as of Q3 2026.
  • Planning Strategies sold 2 Vulcan Materials shares in Q3 2026, an estimated $544.
  • Vulcan Materials made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #387 holding.
  • Planning Strategies first reported a position in Vulcan Materials in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Vulcan Materials position peaked at $9.14K in Q2 2026.
  • 857 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.