Values First Advisors’s Vulcan Materials VMC Stock Holding History

Values First 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 Q3	$518K	Sell	2,119 -42	-2%	-$11.4K	0.24%	105
2026 Q2	$638K	Buy	2,161 +107	+5%	+$30.7K	0.29%	98
2026 Q1	$559K	Buy	2,054 +23	+1%	+$6.77K	0.29%	93
2025 Q4	$579K	Sell	2,031 -121	-6%	-$35.5K	0.3%	94
2025 Q3	$662K	Sell	2,152 -83	-4%	-$23.6K	0.35%	78
2025 Q2	$583K	Buy	2,235 +782	+54%	+$201K	0.32%	89
2025 Q1	$339K	Buy	1,453 +202	+16%	+$51.3K	0.2%	128
2024 Q4	$322K	Buy	+1,251	New	+$336K	0.18%	136
2023 Q2	–	Sell	-16	Closed	-$2.72K	–	336
2023 Q1	$2.72K	Buy	+16	New	+$2.84K	﹤0.01%	284
2022 Q1	–	Sell	-3,152	Closed	-$654K	–	179
2021 Q4	$654K	Sell	3,152 -542	-15%	-$105K	0.39%	81
2021 Q3	$625K	Buy	3,694 +164	+5%	+$29.4K	0.4%	80
2021 Q2	$615K	Sell	3,530 -1,380	-28%	-$247K	0.42%	87
2021 Q1	$829K	Buy	4,910 +153	+3%	+$24.8K	0.61%	59
2020 Q4	$705K	Buy	4,757 +136	+3%	+$19.4K	0.56%	63
2020 Q3	$626K	Buy	4,621 +221	+5%	+$27.8K	0.58%	61
2020 Q2	$510K	Buy	4,400 +443	+11%	+$48.5K	0.51%	68
2020 Q1	$428K	Buy	3,957 +1,030	+35%	+$132K	0.51%	63
2019 Q4	$421K	Buy	+2,927	New	+$419K	0.41%	81

Other funds holding VMC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values First Advisors's VMC Position: Q3 2026 in Review

Values First Advisors reduced its Vulcan Materials (VMC) stake by 1.9% in Q3 2026, selling an estimated $11.4K and leaving 2,119 shares worth $518K. The position accounts for 0.24% of the portfolio, ranked #105.

Values First Advisors first reported a position in VMC in Q4 2019 and has held it in 18 quarters since. The position peaked at $829K in Q1 2021. 296 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

Values First Advisors held 2,119 shares of Vulcan Materials worth $518K as of Q3 2026.
Values First Advisors sold 42 Vulcan Materials shares in Q3 2026, an estimated $11.4K.
Vulcan Materials made up 0.24% of Values First Advisors's portfolio in Q3 2026, its #105 holding.
Values First Advisors first reported a position in Vulcan Materials in Q4 2019 and has held it in 18 quarters since.
Values First Advisors's Vulcan Materials position peaked at $829K in Q1 2021.
296 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.