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Valeo Financial Advisors’s Vulcan Materials VMC Stock Holding History

Valeo Financial 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 		– Sell
-746
Closed -$213K – 893
2025
Q4 		$213K Buy
746
+12
+2% +$3.52K ﹤0.01% 734
2025
Q3 		$226K Sell
734
-50
-6% -$14.2K 0.01% 720
2025
Q2 		$204K Buy
+784
New +$202K 0.01% 705
2021
Q1 		– Sell
-100
Closed -$15K – 2197
2020
Q4 		$15K Buy
+100
New +$14.3K ﹤0.01% 1108
2020
Q3 		– Sell
-306
Closed -$35K – 2150
2020
Q2 		$35K Buy
306
+130
+74% +$14.2K ﹤0.01% 861
2020
Q1 		$20K Buy
176
+68
+63% +$8.69K ﹤0.01% 904
2019
Q4 		$16K Buy
108
+14
+15% +$2K ﹤0.01% 982
2019
Q3 		$14K Hold
94
– – ﹤0.01% 949
2019
Q2 		$13K Sell
94
-225
-71% -$28.7K ﹤0.01% 966
2019
Q1 		$38K Hold
319
– – ﹤0.01% 625
2018
Q4 		$32K Buy
319
+3
+0.9% +$304 ﹤0.01% 597
2018
Q3 		$31K Buy
316
+247
+358% +$28.6K ﹤0.01% 656
2018
Q2 		$8K Buy
69
+11
+19% +$1.36K ﹤0.01% 1025
2018
Q1 		$7K Sell
58
-22
-28% -$2.77K ﹤0.01% 1045
2017
Q4 		$10K Buy
80
+41
+105% +$5.01K ﹤0.01% 844
2017
Q3 		$5K Buy
+39
New +$4.68K ﹤0.01% 886

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Valeo Financial Advisors's VMC Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Vulcan Materials (VMC) in Q1 2026, closing a stake of 746 shares — an estimated $213K sold.

Valeo Financial Advisors first reported a position in VMC in Q3 2017 and held it in 16 quarters. The position peaked at $226K in Q3 2025. 1,032 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Vulcan Materials position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 746 Vulcan Materials shares in Q1 2026, an estimated $213K.
  • Valeo Financial Advisors first reported a position in Vulcan Materials in Q3 2017 and held it in 16 quarters.
  • Valeo Financial Advisors's Vulcan Materials position peaked at $226K in Q3 2025.
  • 1,032 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.