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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
Q2 		$3.51M Sell
6,073
-379
-6% -$191K 0.04% 295
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 $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 Trail Advisors's VMI Position: Q2 2026 in Review

Summit Trail Advisors reduced its Valmont Industries (VMI) stake by 5.9% in Q2 2026, selling an estimated $191K and leaving 6,073 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #295.

Summit Trail Advisors first reported a position in VMI in Q4 2017 and has held it in 6 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Summit Trail Advisors held 6,073 shares of Valmont Industries worth $3.51M as of Q2 2026.
  • Summit Trail Advisors sold 379 Valmont Industries shares in Q2 2026, an estimated $191K.
  • Valmont Industries made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #295 holding.
  • Summit Trail Advisors first reported a position in Valmont Industries in Q4 2017 and has held it in 6 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.