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RD Lewis Holdings’s Vulcan Materials VMC Stock Holding History

RD Lewis Holdings’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 		$1.58M Buy
5,490
+855
+18% +$245K 1.17% 31
2026
Q1 		$1.36M Sell
4,635
-125
-3% -$36.8K 1.18% 31
2025
Q4 		$1.48M Buy
4,760
+545
+13% +$160K 1.26% 31
2025
Q3 		$1.24M Buy
4,215
+185
+5% +$52.5K 1.17% 33
2025
Q2 		$1.14M Buy
4,030
+288
+8% +$74.1K 1.15% 32
2025
Q1 		$999K Buy
3,742
+82
+2% +$20.8K 1.13% 30
2024
Q4 		$999K Buy
+3,660
New +$984K 1.1% 31

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

RD Lewis Holdings's VMC Position: Q2 2026 in Review

RD Lewis Holdings increased its Vulcan Materials (VMC) stake by 18% in Q2 2026, buying an estimated $245K and bringing the position to 5,490 shares worth $1.58M. The position accounts for 1.17% of the portfolio, ranked #31.

RD Lewis Holdings first reported a position in VMC in Q4 2024 and has held it in 7 quarters since. 1,067 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • RD Lewis Holdings held 5,490 shares of Vulcan Materials worth $1.58M as of Q2 2026.
  • RD Lewis Holdings bought 855 Vulcan Materials shares in Q2 2026, an estimated $245K.
  • Vulcan Materials made up 1.17% of RD Lewis Holdings's portfolio in Q2 2026, its #31 holding.
  • RD Lewis Holdings first reported a position in Vulcan Materials in Q4 2024 and has held it in 7 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.