SF
VMI icon

Summit Financial’s Valmont Industries VMI Stock Holding History

Summit Financial’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 		$1.97M Sell
3,413
-18
-0.5% -$9.05K 0.02% 641
2026
Q1 		$1.37M Sell
3,431
-23
-0.7% -$10K 0.02% 676
2025
Q4 		$1.39M Buy
3,454
+60
+2% +$24.4K 0.02% 569
2025
Q3 		$1.32M Buy
3,394
+16
+0.5% +$5.82K 0.02% 575
2025
Q2 		$1.11M Buy
3,378
+7
+0.2% +$2.15K 0.03% 401
2025
Q1 		$962K Buy
3,371
+541
+19% +$176K 0.03% 383
2024
Q4 		$869K Buy
+2,830
New +$912K 0.03% 345

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

Summit Financial's VMI Position: Q2 2026 in Review

Summit Financial reduced its Valmont Industries (VMI) stake by 0.52% in Q2 2026, selling an estimated $9.05K and leaving 3,413 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #641.

Summit Financial first reported a position in VMI in Q4 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Summit Financial held 3,413 shares of Valmont Industries worth $1.97M as of Q2 2026.
  • Summit Financial sold 18 Valmont Industries shares in Q2 2026, an estimated $9.05K.
  • Valmont Industries made up 0.02% of Summit Financial's portfolio in Q2 2026, its #641 holding.
  • Summit Financial first reported a position in Valmont Industries in Q4 2024 and has held it in 7 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.