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Savvy Advisors Inc’s Valmont Industries VMI Stock Holding History

Savvy Advisors Inc’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
Q1 		$590K Buy
1,476
+161
+12% +$70.3K 0.02% 605
2025
Q4 		$529K Buy
1,315
+69
+6% +$28.1K 0.02% 546
2025
Q3 		$483K Buy
1,246
+261
+26% +$94.9K 0.02% 433
2025
Q2 		$322K Buy
985
+153
+18% +$46.9K 0.02% 472
2025
Q1 		$237K Buy
832
+86
+12% +$28K 0.02% 443
2024
Q4 		$229K Buy
+746
New +$240K 0.03% 397

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Savvy Advisors Inc's VMI Position: Q1 2026 in Review

Savvy Advisors Inc increased its Valmont Industries (VMI) stake by 12% in Q1 2026, buying an estimated $70.3K and bringing the position to 1,476 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #605.

Savvy Advisors Inc first reported a position in VMI in Q4 2024 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Savvy Advisors Inc held 1,476 shares of Valmont Industries worth $590K as of Q1 2026.
  • Savvy Advisors Inc bought 161 Valmont Industries shares in Q1 2026, an estimated $70.3K.
  • Valmont Industries made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #605 holding.
  • Savvy Advisors Inc first reported a position in Valmont Industries in Q4 2024 and has held it in 6 quarters since.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.