SW
VMI icon

SMART Wealth’s Valmont Industries VMI Stock Holding History

SMART Wealth’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 		$1.93M Sell
3,349
-1,701
-34% -$855K 0.42% 79
2026
Q1 		$2.02M Sell
5,050
-296
-6% -$129K 0.59% 56
2025
Q4 		$2.15M Sell
5,346
-1,426
-21% -$580K 0.66% 53
2025
Q3 		$2.63M Sell
6,772
-56
-0.8% -$20.4K 0.99% 38
2025
Q2 		$2.23M Buy
6,828
+5,085
+292% +$1.56M 0.7% 50
2025
Q1 		$497K Buy
+1,743
New +$568K 0.18% 98

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

SMART Wealth's VMI Position: Q2 2026 in Review

SMART Wealth reduced its Valmont Industries (VMI) stake by 34% in Q2 2026, selling an estimated $855K and leaving 3,349 shares worth $1.93M. The position accounts for 0.42% of the portfolio, ranked #79.

SMART Wealth first reported a position in VMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.63M in Q3 2025. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • SMART Wealth held 3,349 shares of Valmont Industries worth $1.93M as of Q2 2026.
  • SMART Wealth sold 1,701 Valmont Industries shares in Q2 2026, an estimated $855K.
  • Valmont Industries made up 0.42% of SMART Wealth's portfolio in Q2 2026, its #79 holding.
  • SMART Wealth first reported a position in Valmont Industries in Q1 2025 and has held it in 6 quarters since.
  • SMART Wealth's Valmont Industries position peaked at $2.63M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.