Trifecta Capital Advisors’s Vulcan Materials VMC Stock Holding History

Trifecta Capital 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	$65.6K	Sell	241 -260	-52%	-$76.5K	0.01%	170
2025 Q4	$143K	Sell	501 -9	-2%	-$2.64K	0.02%	122
2025 Q3	$157K	Hold	510	–	–	0.02%	124
2025 Q2	$133K	Buy	510 +460	+920%	+$118K	0.02%	130
2025 Q1	$11.7K	Buy	50 +41	+456%	+$10.4K	﹤0.01%	210
2024 Q4	$2.32K	Hold	9	–	–	﹤0.01%	290
2024 Q3	$2.25K	Hold	9	–	–	﹤0.01%	296
2024 Q2	$2.24K	Hold	9	–	–	﹤0.01%	299
2024 Q1	$2.46K	Hold	9	–	–	﹤0.01%	287
2023 Q4	$2.04K	Hold	9	–	–	﹤0.01%	327
2023 Q3	$1.82K	Hold	9	–	–	﹤0.01%	319
2023 Q2	$2.03K	Hold	9	–	–	﹤0.01%	306
2023 Q1	$1.54K	Hold	9	–	–	﹤0.01%	328
2022 Q4	$1.58K	Buy	+9	New	+$1.54K	﹤0.01%	338

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

Trifecta Capital Advisors's VMC Position: Q1 2026 in Review

Trifecta Capital Advisors reduced its Vulcan Materials (VMC) stake by 52% in Q1 2026, selling an estimated $76.5K and leaving 241 shares worth $65.6K. The position accounts for 0.01% of the portfolio, ranked #170.

Trifecta Capital Advisors first reported a position in VMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $157K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Trifecta Capital Advisors held 241 shares of Vulcan Materials worth $65.6K as of Q1 2026.
Trifecta Capital Advisors sold 260 Vulcan Materials shares in Q1 2026, an estimated $76.5K.
Vulcan Materials made up 0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #170 holding.
Trifecta Capital Advisors first reported a position in Vulcan Materials in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Vulcan Materials position peaked at $157K in Q3 2025.
1,027 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.