Private Trust Company’s Vulcan Materials VMC Stock Holding History

Private Trust Company’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 Q1	$61.8K	Sell	227 -3	-1%	-$883	0.01%	1218
2025 Q4	$65.6K	Sell	230 -10	-4%	-$2.93K	0.01%	1184
2025 Q3	$73.8K	Sell	240 -81	-25%	-$23K	0.01%	1118
2025 Q2	$83.6K	Sell	321 -189	-37%	-$48.6K	0.01%	1020
2025 Q1	$119K	Buy	510 +113	+28%	+$28.7K	0.01%	881
2024 Q4	$102K	Sell	397 -54	-12%	-$14.5K	0.01%	915
2024 Q3	$113K	Sell	451 -2	-0.4%	-$497	0.01%	883
2024 Q2	$113K	Sell	453 -39	-8%	-$10.1K	0.01%	837
2024 Q1	$134K	Sell	492 -91	-16%	-$22.4K	0.01%	770
2023 Q4	$132K	Sell	583 -8	-1%	-$1.7K	0.02%	743
2023 Q3	$119K	Sell	591 -84	-12%	-$18.3K	0.02%	740
2023 Q2	$152K	Buy	675 +98	+17%	+$18.8K	0.02%	661
2023 Q1	$99K	Sell	577 -59	-9%	-$10.5K	0.01%	771
2022 Q4	$111K	Sell	636 -7	-1%	-$1.2K	0.02%	699
2022 Q3	$101K	Buy	643 +3	+0.5%	+$487	0.02%	676
2022 Q2	$91K	Buy	+640	New	+$106K	0.01%	726
2022 Q1	–	Sell	-1,087	Closed	-$226K	–	386
2021 Q4	$226K	Buy	+1,087	New	+$211K	0.03%	359

Other funds holding VMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return