Steward Partners Investment Advisory’s Vulcan Materials VMC Stock Holding History

Steward Partners Investment Advisory’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 Q1	$867K	Sell	3,186 -961	-23%	-$283K	﹤0.01%	1241
2025 Q4	$1.18M	Sell	4,147 -1,070	-21%	-$314K	0.01%	994
2025 Q3	$1.6M	Buy	5,217 +53	+1%	+$15.1K	0.01%	855
2025 Q2	$1.35M	Sell	5,164 -765	-13%	-$197K	0.01%	864
2025 Q1	$1.38M	Sell	5,929 -645	-10%	-$164K	0.01%	788
2024 Q4	$1.69M	Buy	6,574 +584	+10%	+$157K	0.02%	691
2024 Q3	$1.5M	Buy	5,990 +139	+2%	+$34.5K	0.01%	722
2024 Q2	$1.46M	Sell	5,851 -9	-0.2%	-$2.33K	0.02%	682
2024 Q1	$1.6M	Buy	5,860 +482	+9%	+$119K	0.02%	643
2023 Q4	$1.22M	Buy	5,378 +1,111	+26%	+$235K	0.02%	661
2023 Q3	$862K	Buy	4,267 +450	+12%	+$97.9K	0.01%	731
2023 Q2	$861K	Buy	3,817 +661	+21%	+$127K	0.01%	737
2023 Q1	$541K	Buy	3,156 +47	+2%	+$8.35K	0.01%	893
2022 Q4	$544K	Buy	3,109 +332	+12%	+$56.8K	0.01%	886
2022 Q3	$438K	Sell	2,777 -34	-1%	-$5.52K	0.01%	901
2022 Q2	$399K	Sell	2,811 -1,052	-27%	-$174K	0.01%	935
2022 Q1	$710K	Sell	3,863 -77	-2%	-$14.4K	0.01%	803
2021 Q4	$818K	Buy	3,940 +66	+2%	+$12.8K	0.01%	765
2021 Q3	$655K	Buy	3,874 +191	+5%	+$34.2K	0.01%	823
2021 Q2	$641K	Sell	3,683 -172	-4%	-$30.8K	0.01%	843
2021 Q1	$651K	Buy	3,855 +3,582	+1,312%	+$581K	0.01%	787
2020 Q4	$40K	Buy	273 +167	+158%	+$23.8K	﹤0.01%	1772
2020 Q3	$14K	Hold	106	–	–	﹤0.01%	2024
2020 Q2	$12K	Buy	106 +99	+1,414%	+$10.8K	﹤0.01%	1976
2020 Q1	$0	Buy	+7	New	+$894	﹤0.01%	2711
2019 Q3	–	Sell	-62	Closed	-$8K	–	2776
2019 Q2	$8K	Buy	+62	New	+$7.91K	﹤0.01%	2090
2018 Q4	–	Sell	-22	Closed	-$2K	–	2112
2018 Q3	$2K	Buy	+22	New	+$2.55K	﹤0.01%	2413
2018 Q1	–	Sell	-10	Closed	-$1K	–	2346
2017 Q4	$1K	Buy	10 +9	+900%	+$1.1K	﹤0.01%	1815
2017 Q3	$0	Buy	+1	New	+$120	﹤0.01%	1764

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Steward Partners Investment Advisory's VMC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Vulcan Materials (VMC) stake by 23% in Q1 2026, selling an estimated $283K and leaving 3,186 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Steward Partners Investment Advisory first reported a position in VMC in Q3 2017 and has held it in 29 quarters since. The position peaked at $1.69M in Q4 2024. 1,030 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Steward Partners Investment Advisory held 3,186 shares of Vulcan Materials worth $867K as of Q1 2026.
Steward Partners Investment Advisory sold 961 Vulcan Materials shares in Q1 2026, an estimated $283K.
Vulcan Materials made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1241 holding.
Steward Partners Investment Advisory first reported a position in Vulcan Materials in Q3 2017 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Vulcan Materials position peaked at $1.69M in Q4 2024.
1,030 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.