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Summit Trail Advisors’s Valmont Industries VMI Stock Holding History

Summit Trail Advisors’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
Q1 		$2.58M Buy
6,452
+898
+16% +$392K 0.04% 380
2025
Q4 		$2.24M Sell
5,554
-127
-2% -$51.7K 0.04% 343
2025
Q3 		$2.21M Buy
5,681
+815
+17% +$296K 0.03% 394
2025
Q2 		$1.59M Buy
+4,866
New +$1.49M 0.03% 323
2018
Q1 		– Sell
-69
Closed -$12K – 1616
2017
Q4 		$12K Buy
+69
New +$11.2K ﹤0.01% 1179

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Summit Trail Advisors increased its Valmont Industries (VMI) stake by 16% in Q1 2026, buying an estimated $392K and bringing the position to 6,452 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #380.

Summit Trail Advisors first reported a position in VMI in Q4 2017 and has held it in 5 quarters since. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Summit Trail Advisors held 6,452 shares of Valmont Industries worth $2.58M as of Q1 2026.
  • Summit Trail Advisors bought 898 Valmont Industries shares in Q1 2026, an estimated $392K.
  • Valmont Industries made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #380 holding.
  • Summit Trail Advisors first reported a position in Valmont Industries in Q4 2017 and has held it in 5 quarters since.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

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