Principia Wealth Advisory’s Vulcan Materials VMC Stock Holding History

Principia Wealth Advisory’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	$2.06K	Buy	7 +1	+17%	+$287	﹤0.01%	581
2026 Q1	$1.63K	Buy	6 +2	+50%	+$588	﹤0.01%	572
2025 Q4	$1.14K	Sell	4 -1	-20%	-$293	﹤0.01%	628
2025 Q3	$1.54K	Buy	5 +1	+25%	+$284	﹤0.01%	501
2025 Q2	$1.04K	Buy	4 +3	+300%	+$771	﹤0.01%	558
2025 Q1	$240	Sell	1 -1	-50%	-$254	﹤0.01%	756
2024 Q4	$514	Buy	+2	New	+$538	﹤0.01%	535

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

Principia Wealth Advisory's VMC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Vulcan Materials (VMC) stake by 17% in Q2 2026, buying an estimated $287 and bringing the position to 7 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Principia Wealth Advisory first reported a position in VMC in Q4 2024 and has held it in 7 quarters since. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Principia Wealth Advisory held 7 shares of Vulcan Materials worth $2.06K as of Q2 2026.
Principia Wealth Advisory bought 1 Vulcan Materials share in Q2 2026, an estimated $287.
Vulcan Materials made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #581 holding.
Principia Wealth Advisory first reported a position in Vulcan Materials in Q4 2024 and has held it in 7 quarters since.
1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.