PWMG
VMI icon

Private Wealth Management Group’s Valmont Industries VMI Stock Holding History

Private Wealth Management Group’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
Q2 		$12.7K Hold
22
– – ﹤0.01% 516
2026
Q1 		$8.79K Hold
22
– – ﹤0.01% 564
2025
Q4 		$8.85K Hold
22
– – ﹤0.01% 547
2025
Q3 		$8.53K Hold
22
– – ﹤0.01% 573
2025
Q2 		$7.18K Hold
22
– – ﹤0.01% 612
2025
Q1 		$6.28K Hold
22
– – ﹤0.01% 633
2024
Q4 		$6.75K Hold
22
– – ﹤0.01% 623
2024
Q3 		$6.38K Hold
22
– – ﹤0.01% 629
2024
Q2 		$6.04K Buy
+22
New +$5.36K ﹤0.01% 630

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Private Wealth Management Group's VMI Position: Q2 2026 in Review

Private Wealth Management Group held its Valmont Industries (VMI) position steady in Q2 2026 at 22 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Private Wealth Management Group first reported a position in VMI in Q2 2024 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Private Wealth Management Group held 22 shares of Valmont Industries worth $12.7K as of Q2 2026.
  • Private Wealth Management Group left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #516 holding.
  • Private Wealth Management Group first reported a position in Valmont Industries in Q2 2024 and has held it in 9 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.