Valley Brook Capital Group’s Vulcan Materials VMC Stock Holding History

Valley Brook Capital Group’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	$448K	Sell	1,520 -90	-6%	-$25.8K	0.25%	78
2026 Q1	$438K	Sell	1,610 -50	-3%	-$14.7K	0.29%	73
2025 Q4	$473K	Sell	1,660 -45	-3%	-$13.2K	0.31%	67
2025 Q3	$524K	Buy	1,705 +25	+1%	+$7.1K	0.35%	66
2025 Q2	$438K	Buy	1,680 +95	+6%	+$24.4K	0.33%	73
2025 Q1	$370K	Buy	1,585 +540	+52%	+$137K	0.29%	79
2024 Q4	$269K	Buy	1,045 +20	+2%	+$5.38K	0.2%	98
2024 Q3	$257K	Buy	1,025 +50	+5%	+$12.4K	0.18%	101
2024 Q2	$242K	Hold	975	–	–	0.19%	100
2024 Q1	$266K	Hold	975	–	–	0.21%	95
2023 Q4	$221K	Buy	+975	New	+$207K	0.19%	101
2023 Q3	–	Sell	-950	Closed	-$214K	–	106
2023 Q2	$214K	Buy	+950	New	+$182K	0.2%	97
2021 Q2	–	Sell	-910	Closed	-$153K	–	422
2021 Q1	$153K	Buy	910 +210	+30%	+$34.1K	0.14%	125
2020 Q4	$103K	Buy	+700	New	+$99.8K	0.1%	145

Other funds holding VMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Valley Brook Capital Group's VMC Position: Q2 2026 in Review

Valley Brook Capital Group reduced its Vulcan Materials (VMC) stake by 5.6% in Q2 2026, selling an estimated $25.8K and leaving 1,520 shares worth $448K. The position accounts for 0.25% of the portfolio, ranked #78.

Valley Brook Capital Group first reported a position in VMC in Q4 2020 and has held it in 14 quarters since. The position peaked at $524K in Q3 2025. 506 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Valley Brook Capital Group held 1,520 shares of Vulcan Materials worth $448K as of Q2 2026.
Valley Brook Capital Group sold 90 Vulcan Materials shares in Q2 2026, an estimated $25.8K.
Vulcan Materials made up 0.25% of Valley Brook Capital Group's portfolio in Q2 2026, its #78 holding.
Valley Brook Capital Group first reported a position in Vulcan Materials in Q4 2020 and has held it in 14 quarters since.
Valley Brook Capital Group's Vulcan Materials position peaked at $524K in Q3 2025.
506 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.