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Segment Wealth Management’s Valmont Industries VMI Stock Holding History

Segment Wealth Management’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 		$274K Buy
+475
New +$239K 0.01% 279
2026
Q1 		– Sell
-700
Closed -$282K – 343
2025
Q4 		$282K Buy
+700
New +$285K 0.02% 269

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

Segment Wealth Management's VMI Position: Q2 2026 in Review

Segment Wealth Management opened a new position in Valmont Industries (VMI) in Q2 2026: 475 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: Segment Wealth Management previously reported a position in VMI as recently as Q4 2025.

Segment Wealth Management first reported a position in VMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $282K in Q4 2025. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Segment Wealth Management held 475 shares of Valmont Industries worth $274K as of Q2 2026.
  • Valmont Industries was a new Segment Wealth Management position in Q2 2026.
  • Valmont Industries made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Segment Wealth Management first reported a position in Valmont Industries in Q4 2025 and has held it in 2 quarters since.
  • Segment Wealth Management's Valmont Industries position peaked at $282K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.