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SHP Wealth Management’s Vulcan Materials VMC Stock Holding History

SHP Wealth Management’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 		$15.3K Hold
52
– – ﹤0.01% 853
2026
Q1 		$14.1K Buy
52
+11
+27% +$3.24K ﹤0.01% 815
2025
Q4 		$11.6K Buy
+41
New +$12K ﹤0.01% 799

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 $3.38T AUM 44.17% 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

SHP Wealth Management's VMC Position: Q2 2026 in Review

SHP Wealth Management held its Vulcan Materials (VMC) position steady in Q2 2026 at 52 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

SHP Wealth Management first reported a position in VMC in Q4 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • SHP Wealth Management held 52 shares of Vulcan Materials worth $15.3K as of Q2 2026.
  • SHP Wealth Management left its Vulcan Materials share count unchanged in Q2 2026.
  • Vulcan Materials made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #853 holding.
  • SHP Wealth Management first reported a position in Vulcan Materials in Q4 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.