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 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

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

Values First Advisors's VMC Position: Q1 2026 in Review

Values First Advisors increased its Vulcan Materials (VMC) stake by 1.1% in Q1 2026, buying an estimated $6.77K and bringing the position to 2,054 shares worth $559K. The position accounts for 0.29% of the portfolio, ranked #93.

Values First Advisors first reported a position in VMC in Q4 2019 and has held it in 16 quarters since. The position peaked at $829K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

Values First Advisors held 2,054 shares of Vulcan Materials worth $559K as of Q1 2026.
Values First Advisors bought 23 Vulcan Materials shares in Q1 2026, an estimated $6.77K.
Vulcan Materials made up 0.29% of Values First Advisors's portfolio in Q1 2026, its #93 holding.
Values First Advisors first reported a position in Vulcan Materials in Q4 2019 and has held it in 16 quarters since.
Values First Advisors's Vulcan Materials position peaked at $829K in Q1 2021.
1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.