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PlanVest Financial’s Vulcan Materials VMC Stock Holding History

PlanVest 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
Q2 		$95.1K Buy
322
+1
+0.3% +$287 0.06% 154
2026
Q1 		$87.6K Buy
+321
New +$94.4K 0.07% 146

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

PlanVest Financial's VMC Position: Q2 2026 in Review

PlanVest Financial increased its Vulcan Materials (VMC) stake by 0.31% in Q2 2026, buying an estimated $287 and bringing the position to 322 shares worth $95.1K. The position accounts for 0.06% of the portfolio, ranked #154.

PlanVest Financial first reported a position in VMC in Q1 2026 and has held it in 2 quarters since. 1,010 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • PlanVest Financial held 322 shares of Vulcan Materials worth $95.1K as of Q2 2026.
  • PlanVest Financial bought 1 Vulcan Materials share in Q2 2026, an estimated $287.
  • Vulcan Materials made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #154 holding.
  • PlanVest Financial first reported a position in Vulcan Materials in Q1 2026 and has held it in 2 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.