Sargent Investment Group’s Vulcan Materials VMC Stock Holding History

Sargent Investment Group’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	$1.59M	Buy	5,838 +52	+0.9%	+$15.3K	0.21%	89
2025 Q4	$1.65M	Buy	+5,786	New	+$1.7M	0.21%	83
2025 Q3	–	Sell	-5,348	Closed	-$1.51M	–	230
2025 Q2	$1.51M	Sell	5,348 -1,769	-25%	-$455K	0.2%	81
2025 Q1	$1.66M	Buy	7,117 +1,086	+18%	+$276K	0.27%	72
2024 Q4	$1.54M	Buy	6,031 +1,932	+47%	+$519K	0.25%	74
2024 Q3	$1.03M	Buy	4,099 +1,563	+62%	+$388K	0.18%	83
2024 Q2	$631K	Buy	2,536 +1,278	+102%	+$330K	0.13%	104
2024 Q1	$343K	Buy	+1,258	New	+$310K	0.08%	141

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Sargent Investment Group's VMC Position: Q1 2026 in Review

Sargent Investment Group increased its Vulcan Materials (VMC) stake by 0.9% in Q1 2026, buying an estimated $15.3K and bringing the position to 5,838 shares worth $1.59M. The position accounts for 0.21% of the portfolio, ranked #89.

Sargent Investment Group first reported a position in VMC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2025. 1,027 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Sargent Investment Group held 5,838 shares of Vulcan Materials worth $1.59M as of Q1 2026.
Sargent Investment Group bought 52 Vulcan Materials shares in Q1 2026, an estimated $15.3K.
Vulcan Materials made up 0.21% of Sargent Investment Group's portfolio in Q1 2026, its #89 holding.
Sargent Investment Group first reported a position in Vulcan Materials in Q1 2024 and has held it in 8 quarters since.
Sargent Investment Group's Vulcan Materials position peaked at $1.66M in Q1 2025.
1,027 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.