SOA Wealth Advisors’s Vulcan Materials VMC Stock Holding History

SOA Wealth Advisors’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	–	Sell	-25	Closed	-$6.76K	–	950
2026 Q1	$6.76K	Hold	25	–	–	﹤0.01%	633
2025 Q4	$7.07K	Sell	25 -38	-60%	-$11.1K	﹤0.01%	638
2025 Q3	$19.3K	Buy	63 +38	+152%	+$10.8K	﹤0.01%	520
2025 Q2	$6.45K	Hold	25	–	–	﹤0.01%	638
2025 Q1	$5.75K	Hold	25	–	–	﹤0.01%	621
2024 Q4	$6.33K	Hold	25	–	–	﹤0.01%	596
2024 Q3	$6.16K	Hold	25	–	–	﹤0.01%	588
2024 Q2	$6.1K	Hold	25	–	–	﹤0.01%	587
2024 Q1	$6.96K	Hold	25	–	–	﹤0.01%	582
2023 Q4	$5.78K	Hold	25	–	–	﹤0.01%	583
2023 Q3	$5.13K	Hold	25	–	–	﹤0.01%	614
2023 Q2	$5.71K	Hold	25	–	–	﹤0.01%	607
2023 Q1	$4.34K	Hold	25	–	–	﹤0.01%	638
2022 Q4	$4.42K	Hold	25	–	–	﹤0.01%	642
2022 Q3	$3K	Sell	25 -2	-7%	-$325	﹤0.01%	684
2022 Q2	$3K	Sell	27 -50	-65%	-$8.26K	﹤0.01%	668
2022 Q1	$14K	Hold	77	–	–	﹤0.01%	530
2021 Q4	$15K	Buy	77 +24	+45%	+$4.65K	﹤0.01%	505
2021 Q3	$8K	Buy	53 +1	+2%	+$179	﹤0.01%	628
2021 Q2	$9K	Buy	52 +24	+86%	+$4.29K	﹤0.01%	598
2021 Q1	$4K	Sell	28 -17	-38%	-$2.76K	﹤0.01%	661
2020 Q4	$7K	Buy	+45	New	+$6.42K	﹤0.01%	572

Other funds holding VMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

SOA Wealth Advisors's VMC Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Vulcan Materials (VMC) in Q2 2026, closing a stake of 25 shares — an estimated $6.76K sold.

SOA Wealth Advisors first reported a position in VMC in Q4 2020 and held it in 22 quarters. The position peaked at $19.3K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

SOA Wealth Advisors reported no remaining Vulcan Materials position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 25 Vulcan Materials shares in Q2 2026, an estimated $6.76K.
SOA Wealth Advisors first reported a position in Vulcan Materials in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Vulcan Materials position peaked at $19.3K in Q3 2025.
1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.