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Strategic Wealth Partners’s Vulcan Materials VMC Stock Holding History

Strategic Wealth Partners’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 		$664K Sell
2,437
-116
-5% -$34.1K 0.05% 175
2025
Q4 		$728K Sell
2,553
-21,784
-90% -$6.39M 0.05% 173
2025
Q3 		$7.49M Sell
24,337
-2,444
-9% -$694K 0.56% 58
2025
Q2 		$6.98M Buy
+26,781
New +$6.89M 0.55% 61
2024
Q4 		$5.93M Buy
22,006
+4,696
+27% +$1.26M 0.49% 72
2024
Q3 		$4.34M Sell
17,310
-361
-2% -$89.6K 0.42% 72
2024
Q2 		$4.39M Buy
17,671
+725
+4% +$187K 0.46% 74
2024
Q1 		$4.62M Buy
16,946
+1,351
+9% +$333K 0.51% 70
2023
Q4 		$3.54M Buy
15,595
+3,650
+31% +$773K 0.44% 76
2023
Q3 		$2.41M Buy
11,945
+153
+1% +$33.3K 0.32% 91
2023
Q2 		$2.66M Buy
11,792
+218
+2% +$41.8K 0.34% 89
2023
Q1 		$1.99M Buy
11,574
+720
+7% +$128K 0.3% 95
2022
Q4 		$1.9M Buy
10,854
+1,084
+11% +$185K 0.35% 86
2022
Q3 		$1.54M Buy
9,770
+561
+6% +$91.1K 0.33% 100
2022
Q2 		$1.31M Sell
9,209
-161
-2% -$26.6K 0.28% 106
2022
Q1 		$1.72M Buy
9,370
+865
+10% +$161K 0.34% 100
2021
Q4 		$1.77M Buy
8,505
+588
+7% +$114K 0.33% 98
2021
Q3 		$1.34M Buy
7,917
+1,669
+27% +$299K 0.39% 70
2021
Q2 		$1.09M Buy
6,248
+144
+2% +$25.7K 0.36% 79
2021
Q1 		$1.03M Buy
6,104
+336
+6% +$54.5K 0.41% 63
2020
Q4 		$855K Buy
5,768
+802
+16% +$114K 0.36% 73
2020
Q3 		$673K Buy
+4,966
New +$624K 0.34% 73
2018
Q2 		– Sell
-114
Closed -$13K – 836
2018
Q1 		$13K Hold
114
– – 0.01% 458
2017
Q4 		$15K Buy
+114
New +$13.9K 0.01% 419

Other funds holding VMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Strategic Wealth Partners's VMC Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vulcan Materials (VMC) stake by 4.5% in Q1 2026, selling an estimated $34.1K and leaving 2,437 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #175.

Strategic Wealth Partners first reported a position in VMC in Q4 2017 and has held it in 24 quarters since. The position peaked at $7.49M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Strategic Wealth Partners held 2,437 shares of Vulcan Materials worth $664K as of Q1 2026.
  • Strategic Wealth Partners sold 116 Vulcan Materials shares in Q1 2026, an estimated $34.1K.
  • Vulcan Materials made up 0.05% of Strategic Wealth Partners's portfolio in Q1 2026, its #175 holding.
  • Strategic Wealth Partners first reported a position in Vulcan Materials in Q4 2017 and has held it in 24 quarters since.
  • Strategic Wealth Partners's Vulcan Materials position peaked at $7.49M in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.