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Sound View Wealth Advisors Group’s Vulcan Materials VMC Stock Holding History

Sound View Wealth Advisors Group’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 		$350K Hold
1,187
– – 0.02% 333
2026
Q1 		$323K Sell
1,187
-8
-0.7% -$2.35K 0.02% 333
2025
Q4 		$341K Hold
1,195
– – 0.02% 335
2025
Q3 		$368K Buy
1,195
+4
+0.3% +$1.14K 0.03% 320
2025
Q2 		$311K Sell
1,191
-109
-8% -$28K 0.02% 341
2025
Q1 		$303K Buy
1,300
+131
+11% +$33.3K 0.02% 328
2024
Q4 		$301K Buy
1,169
+48
+4% +$12.9K 0.02% 337
2024
Q3 		$281K Buy
1,121
+6
+0.5% +$1.49K 0.02% 343
2024
Q2 		$277K Hold
1,115
– – 0.03% 315
2024
Q1 		$304K Sell
1,115
-6
-0.5% -$1.48K 0.03% 305
2023
Q4 		$254K Buy
1,121
+19
+2% +$4.03K 0.03% 329
2023
Q3 		$223K Buy
1,102
+6
+0.5% +$1.3K 0.03% 336
2023
Q2 		$247K Buy
+1,096
New +$210K 0.03% 312
2023
Q1 		– Sell
-1,121
Closed -$254K – 409
2022
Q4 		$254K Buy
+1,121
New +$192K 0.03% 329
2022
Q1 		– Sell
-1,080
Closed -$224K – 297
2021
Q4 		$224K Buy
+1,080
New +$209K 0.04% 272
2021
Q3 		– Sell
-1,560
Closed -$272K – 296
2021
Q2 		$272K Sell
1,560
-25
-2% -$4.47K 0.06% 244
2021
Q1 		$267K Sell
1,585
-85
-5% -$13.8K 0.06% 233
2020
Q4 		$248K Sell
1,670
-235
-12% -$33.5K 0.06% 228
2020
Q3 		$258K Hold
1,905
– – 0.07% 211
2020
Q2 		$221K Hold
1,905
– – 0.06% 224
2020
Q1 		$206K Hold
1,905
– – 0.07% 204
2019
Q4 		$274K Sell
1,905
-175
-8% -$25.1K 0.08% 202
2019
Q3 		$315K Sell
2,080
-40
-2% -$5.65K 0.09% 184
2019
Q2 		$291K Buy
+2,120
New +$271K 0.09% 200

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 $3.37T AUM 44.26% 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

Sound View Wealth Advisors Group's VMC Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Vulcan Materials (VMC) position steady in Q2 2026 at 1,187 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #333.

Sound View Wealth Advisors Group first reported a position in VMC in Q2 2019 and has held it in 24 quarters since. The position peaked at $368K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,187 shares of Vulcan Materials worth $350K as of Q2 2026.
  • Sound View Wealth Advisors Group left its Vulcan Materials share count unchanged in Q2 2026.
  • Vulcan Materials made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #333 holding.
  • Sound View Wealth Advisors Group first reported a position in Vulcan Materials in Q2 2019 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's Vulcan Materials position peaked at $368K in Q3 2025.
  • 1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.