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Summit Financial’s Vulcan Materials VMC Stock Holding History

Summit Financial’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 		$476K Buy
1,747
+147
+9% +$43.3K 0.01% 1017
2025
Q4 		$456K Buy
1,600
+84
+6% +$24.6K 0.01% 917
2025
Q3 		$466K Buy
1,516
+85
+6% +$24.1K 0.01% 905
2025
Q2 		$373K Buy
1,431
+61
+4% +$15.7K 0.01% 633
2025
Q1 		$320K Sell
1,370
-97
-7% -$24.6K 0.01% 598
2024
Q4 		$377K Buy
1,467
+12
+0.8% +$3.23K 0.01% 493
2024
Q3 		$364K Buy
1,455
+3
+0.2% +$745 0.01% 430
2024
Q2 		$361K Buy
+1,452
New +$375K 0.02% 383

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

Summit Financial's VMC Position: Q1 2026 in Review

Summit Financial increased its Vulcan Materials (VMC) stake by 9.2% in Q1 2026, buying an estimated $43.3K and bringing the position to 1,747 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #1017.

Summit Financial first reported a position in VMC in Q2 2024 and has held it in 8 quarters since. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Summit Financial held 1,747 shares of Vulcan Materials worth $476K as of Q1 2026.
  • Summit Financial bought 147 Vulcan Materials shares in Q1 2026, an estimated $43.3K.
  • Vulcan Materials made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1017 holding.
  • Summit Financial first reported a position in Vulcan Materials in Q2 2024 and has held it in 8 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.