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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
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 $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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SHP Wealth Management's VMC Position: Q1 2026 in Review

SHP Wealth Management increased its Vulcan Materials (VMC) stake by 27% in Q1 2026, buying an estimated $3.24K and bringing the position to 52 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

SHP Wealth Management first reported a position in VMC in Q4 2025 and has held it in 2 quarters since. 1,030 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • SHP Wealth Management held 52 shares of Vulcan Materials worth $14.1K as of Q1 2026.
  • SHP Wealth Management bought 11 Vulcan Materials shares in Q1 2026, an estimated $3.24K.
  • Vulcan Materials made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #815 holding.
  • SHP Wealth Management first reported a position in Vulcan Materials in Q4 2025 and has held it in 2 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.