SFS
VMI icon

Sowell Financial Services’s Valmont Industries VMI Stock Holding History

Sowell Financial Services’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 		$206K Buy
+357
New +$180K 0.01% 1074
2021
Q2 		– Sell
-372
Closed -$95K – 2668
2021
Q1 		$95K Sell
372
-68
-15% -$15.1K ﹤0.01% 1391
2020
Q4 		$77K Hold
440
– – ﹤0.01% 1256
2020
Q3 		$55K Sell
440
-694
-61% -$85.4K ﹤0.01% 1180
2020
Q2 		$129K Sell
1,134
-685
-38% -$76K 0.01% 888
2020
Q1 		$193K Sell
1,819
-310
-15% -$40.2K 0.01% 659
2019
Q4 		$319K Buy
2,129
+1,267
+147% +$179K 0.02% 577
2019
Q3 		$119K Buy
+862
New +$116K 0.01% 782

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

Sowell Financial Services's VMI Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Valmont Industries (VMI) in Q2 2026: 357 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #1074 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in VMI as recently as Q1 2021.

Sowell Financial Services first reported a position in VMI in Q3 2019 and has held it in 8 quarters since. The position peaked at $319K in Q4 2019. 651 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Sowell Financial Services held 357 shares of Valmont Industries worth $206K as of Q2 2026.
  • Valmont Industries was a new Sowell Financial Services position in Q2 2026.
  • Valmont Industries made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1074 holding.
  • Sowell Financial Services first reported a position in Valmont Industries in Q3 2019 and has held it in 8 quarters since.
  • Sowell Financial Services's Valmont Industries position peaked at $319K in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.