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SWP Investment Management’s Vulcan Materials VMC Stock Holding History

SWP Investment Management’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
2025
Q4 		– Sell
-4,086
Closed -$1.26M – 54
2025
Q3 		$1.26M Buy
4,086
+363
+10% +$103K 1.24% 42
2025
Q2 		$971K Buy
3,723
+49
+1% +$12.6K 1.15% 41
2025
Q1 		$857K Buy
+3,674
New +$933K 1.07% 45

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWP Investment Management's VMC Position: Q4 2025 in Review

SWP Investment Management sold out of Vulcan Materials (VMC) in Q4 2025, closing a stake of 4,086 shares — an estimated $1.26M sold.

SWP Investment Management first reported a position in VMC in Q1 2025 and held it in 3 quarters. The position peaked at $1.26M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q4 2025.

  • SWP Investment Management reported no remaining Vulcan Materials position as of Q4 2025 after selling out during the quarter.
  • SWP Investment Management sold 4,086 Vulcan Materials shares in Q4 2025, an estimated $1.26M.
  • SWP Investment Management first reported a position in Vulcan Materials in Q1 2025 and held it in 3 quarters.
  • SWP Investment Management's Vulcan Materials position peaked at $1.26M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2025.

Based on SWP Investment Management's 13F filing for Q4 2025, filed 1 Jul 2026.