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Schechter Investment Advisors’s Vulcan Materials VMC Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$2.37M Sell
10,143
-1,668
-14% -$424K 0.19% 103
2024
Q4 		$3.04M Sell
11,811
-397
-3% -$107K 0.23% 89
2024
Q3 		$3.06M Sell
12,208
-628
-5% -$156K 0.23% 86
2024
Q2 		$3.19M Sell
12,836
-521
-4% -$135K 0.24% 78
2024
Q1 		$3.65M Sell
13,357
-234
-2% -$57.7K 0.27% 66
2023
Q4 		$3.09M Sell
13,591
-334
-2% -$70.7K 0.27% 66
2023
Q3 		$2.81M Sell
13,925
-293
-2% -$63.7K 0.27% 64
2023
Q2 		$3.21M Sell
14,218
-331
-2% -$63.4K 0.29% 60
2023
Q1 		$2.5M Sell
14,549
-111
-0.8% -$19.7K 0.23% 83
2022
Q4 		$2.57M Sell
14,660
-36
-0.2% -$6.16K 0.23% 81
2022
Q3 		$2.32M Sell
14,696
-1,456
-9% -$236K 0.23% 74
2022
Q2 		$2.29M Buy
16,152
+431
+3% +$71.2K 0.22% 75
2022
Q1 		$2.89M Buy
15,721
+21
+0.1% +$3.92K 0.27% 59
2021
Q4 		$3.26M Buy
+15,700
New +$3.04M 0.29% 55

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Schechter Investment Advisors's VMC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Vulcan Materials (VMC) stake by 14% in Q1 2025, selling an estimated $424K and leaving 10,143 shares worth $2.37M. The position accounts for 0.19% of the portfolio, ranked #103.

Schechter Investment Advisors first reported a position in VMC in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.65M in Q1 2024. 915 funds tracked by Wall St. Rank hold VMC as of Q1 2025.

  • Schechter Investment Advisors held 10,143 shares of Vulcan Materials worth $2.37M as of Q1 2025.
  • Schechter Investment Advisors sold 1,668 Vulcan Materials shares in Q1 2025, an estimated $424K.
  • Vulcan Materials made up 0.19% of Schechter Investment Advisors's portfolio in Q1 2025, its #103 holding.
  • Schechter Investment Advisors first reported a position in Vulcan Materials in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Vulcan Materials position peaked at $3.65M in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.