Summit Trail Advisors’s Vulcan Materials VMC Stock Holding History

Summit Trail Advisors’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	$1.31M	Buy	4,809 +884	+23%	+$260K	0.02%	800
2025 Q4	$1.12M	Buy	3,925 +420	+12%	+$123K	0.02%	753
2025 Q3	$1.08M	Buy	3,505 +965	+38%	+$274K	0.01%	790
2025 Q2	$663K	Buy	+2,540	New	+$653K	0.01%	626
2018 Q1	–	Sell	-624	Closed	-$84K	–	1615
2017 Q4	$84K	Buy	+624	New	+$76.2K	0.01%	675

Other funds holding VMC

BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Summit Trail Advisors's VMC Position: Q1 2026 in Review

Summit Trail Advisors increased its Vulcan Materials (VMC) stake by 23% in Q1 2026, buying an estimated $260K and bringing the position to 4,809 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #800.

Summit Trail Advisors first reported a position in VMC in Q4 2017 and has held it in 5 quarters since. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Summit Trail Advisors held 4,809 shares of Vulcan Materials worth $1.31M as of Q1 2026.
Summit Trail Advisors bought 884 Vulcan Materials shares in Q1 2026, an estimated $260K.
Vulcan Materials made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #800 holding.
Summit Trail Advisors first reported a position in Vulcan Materials in Q4 2017 and has held it in 5 quarters since.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.