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True Wealth Design’s Vulcan Materials VMC Stock Holding History

True Wealth Design’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
Q2 		$20.4K Sell
69
-17
-20% -$4.87K ﹤0.01% 799
2026
Q1 		$23.4K Buy
86
+3
+4% +$883 0.01% 661
2025
Q4 		$23.8K Sell
83
-1
-1% -$293 0.01% 547
2025
Q3 		$26K Buy
84
+24
+40% +$6.82K 0.01% 517
2025
Q2 		$15.7K Buy
60
+4
+7% +$1.03K 0.01% 449
2025
Q1 		$13.1K Sell
56
-251
-82% -$63.7K 0.01% 411
2024
Q4 		$79K Hold
307
– – 0.03% 93
2024
Q3 		$76.9K Buy
307
+302
+6,040% +$75K 0.03% 79
2024
Q2 		$1.24K Buy
5
+1
+25% +$258 ﹤0.01% 463
2024
Q1 		$1.09K Buy
4
+2
+100% +$493 ﹤0.01% 446
2023
Q4 		$455 Hold
2
– – ﹤0.01% 493
2023
Q3 		$405 Hold
2
– – ﹤0.01% 471
2023
Q2 		$451 Hold
2
– – ﹤0.01% 469
2023
Q1 		$344 Hold
2
– – ﹤0.01% 613
2022
Q4 		$350 Buy
+2
New +$342 ﹤0.01% 550

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

True Wealth Design's VMC Position: Q2 2026 in Review

True Wealth Design reduced its Vulcan Materials (VMC) stake by 20% in Q2 2026, selling an estimated $4.87K and leaving 69 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

True Wealth Design first reported a position in VMC in Q4 2022 and has held it in 15 quarters since. The position peaked at $79K in Q4 2024. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • True Wealth Design held 69 shares of Vulcan Materials worth $20.4K as of Q2 2026.
  • True Wealth Design sold 17 Vulcan Materials shares in Q2 2026, an estimated $4.87K.
  • Vulcan Materials made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #799 holding.
  • True Wealth Design first reported a position in Vulcan Materials in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Vulcan Materials position peaked at $79K in Q4 2024.
  • 1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.