Tradewinds Capital Management’s Valmont Industries VMI Stock Holding History

Tradewinds Capital Management’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	$1.62M	Hold	2,800	–	–	0.29%	37
2026 Q1	$1.12M	Hold	2,800	–	–	0.22%	43
2025 Q4	$1.13M	Hold	2,800	–	–	0.24%	41
2025 Q3	$1.09M	Hold	2,800	–	–	0.24%	44
2025 Q2	$914K	Hold	2,800	–	–	0.23%	42
2025 Q1	$799K	Hold	2,800	–	–	0.21%	45
2024 Q4	$859K	Hold	2,800	–	–	0.23%	48
2024 Q3	$812K	Hold	2,800	–	–	0.22%	40
2024 Q2	$768K	Hold	2,800	–	–	0.23%	40
2024 Q1	$639K	Hold	2,800	–	–	0.18%	44
2023 Q4	$654K	Hold	2,800	–	–	0.26%	28
2023 Q3	$673K	Hold	2,800	–	–	0.23%	28
2023 Q2	$815K	Hold	2,800	–	–	0.25%	29
2023 Q1	$894K	Hold	2,800	–	–	0.28%	24
2022 Q4	$926K	Hold	2,800	–	–	0.43%	16
2022 Q3	$752K	Hold	2,800	–	–	0.31%	20
2022 Q2	$629K	Hold	2,800	–	–	0.24%	21
2022 Q1	$668K	Hold	2,800	–	–	0.11%	63
2021 Q4	$701K	Sell	2,800 -1,200	-30%	-$294K	0.11%	63
2021 Q3	$940K	Hold	4,000	–	–	0.16%	52
2021 Q2	$944K	Hold	4,000	–	–	0.17%	51
2021 Q1	$951K	Hold	4,000	–	–	0.19%	47
2020 Q4	$700K	Hold	4,000	–	–	0.15%	55
2020 Q3	$497K	Hold	4,000	–	–	0.12%	58
2020 Q2	$454K	Hold	4,000	–	–	0.12%	58
2020 Q1	$424K	Hold	4,000	–	–	0.13%	53
2019 Q4	$599K	Hold	4,000	–	–	0.19%	51
2019 Q3	$554K	Hold	4,000	–	–	0.22%	44
2019 Q2	$507K	Hold	4,000	–	–	0.21%	43
2019 Q1	$520K	Hold	4,000	–	–	0.19%	59
2018 Q4	$444K	Hold	4,000	–	–	0.22%	54
2018 Q3	$554K	Hold	4,000	–	–	0.21%	53
2018 Q2	$603K	Hold	4,000	–	–	0.25%	49
2018 Q1	$585K	Hold	4,000	–	–	0.26%	52
2017 Q4	$663K	Hold	4,000	–	–	0.32%	46
2017 Q3	$632K	Hold	4,000	–	–	0.32%	46
2017 Q2	$598K	Hold	4,000	–	–	0.31%	47
2017 Q1	$622K	Sell	4,000 -1,000	-20%	-$148K	0.39%	46
2016 Q4	$705K	Sell	5,000 -3,000	-38%	-$416K	0.46%	43
2016 Q3	$1.08M	Hold	8,000	–	–	0.76%	32
2016 Q2	$1.08M	Sell	8,000 -1,000	-11%	-$132K	0.78%	26
2016 Q1	$1.11M	Sell	9,000 -1,000	-10%	-$111K	0.76%	25
2015 Q4	$1.06M	Hold	10,000	–	–	0.77%	25
2015 Q3	$949K	Hold	10,000	–	–	0.74%	29
2015 Q2	$1.19M	Hold	10,000	–	–	0.83%	24
2015 Q1	$1.23M	Hold	10,000	–	–	0.91%	23
2014 Q4	$1.27M	Hold	10,000	–	–	0.92%	22
2014 Q3	$1.35M	Hold	10,000	–	–	1.02%	16
2014 Q2	$1.52M	Sell	10,000 -2,000	-17%	-$308K	1.16%	13
2014 Q1	$1.79M	Hold	12,000	–	–	1.46%	12
2013 Q4	$1.79M	Buy	+12,000	New	+$1.69M	1.46%	13

Other funds holding VMI

RBDF

Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PTB

Pioneer Trust Bank Salem, Oregon $441M AUM 21.13% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Tradewinds Capital Management's VMI Position: Q2 2026 in Review

Tradewinds Capital Management held its Valmont Industries (VMI) position steady in Q2 2026 at 2,800 shares worth $1.62M. The position accounts for 0.29% of the portfolio, ranked #37.

Tradewinds Capital Management first reported a position in VMI in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.79M in Q4 2013. 186 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Tradewinds Capital Management held 2,800 shares of Valmont Industries worth $1.62M as of Q2 2026.
Tradewinds Capital Management left its Valmont Industries share count unchanged in Q2 2026.
Valmont Industries made up 0.29% of Tradewinds Capital Management's portfolio in Q2 2026, its #37 holding.
Tradewinds Capital Management first reported a position in Valmont Industries in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's Valmont Industries position peaked at $1.79M in Q4 2013.
186 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.