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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SMART Wealth's VMI Position: Q1 2026 in Review

SMART Wealth reduced its Valmont Industries (VMI) stake by 5.5% in Q1 2026, selling an estimated $129K and leaving 5,050 shares worth $2.02M. The position accounts for 0.59% of the portfolio, ranked #56.

SMART Wealth first reported a position in VMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.63M in Q3 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • SMART Wealth held 5,050 shares of Valmont Industries worth $2.02M as of Q1 2026.
  • SMART Wealth sold 296 Valmont Industries shares in Q1 2026, an estimated $129K.
  • Valmont Industries made up 0.59% of SMART Wealth's portfolio in Q1 2026, its #56 holding.
  • SMART Wealth first reported a position in Valmont Industries in Q1 2025 and has held it in 5 quarters since.
  • SMART Wealth's Valmont Industries position peaked at $2.63M in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.