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Wambolt & Associates’s Valmont Industries VMI Stock Holding History

Wambolt & Associates’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.28M Sell
3,827
-462
-11% -$142K 0.43% 69
2025
Q1 		$1.24M Sell
4,289
-14
-0.3% -$4.57K 0.42% 74
2024
Q4 		$1.32M Sell
4,303
-997
-19% -$321K 0.42% 74
2024
Q3 		$1.52M Buy
5,300
+301
+6% +$84.3K 0.42% 76
2024
Q2 		$1.34M Buy
4,999
+460
+10% +$112K 0.39% 76
2024
Q1 		$1.02M Buy
4,539
+1,054
+30% +$236K 0.31% 95
2023
Q4 		$814K Buy
3,485
+679
+24% +$149K 0.27% 119
2023
Q3 		$665K Buy
2,806
+329
+13% +$84.6K 0.24% 136
2023
Q2 		$721K Buy
2,477
+152
+7% +$43.9K 0.26% 129
2023
Q1 		$741K Buy
2,325
+141
+6% +$45K 0.26% 127
2022
Q4 		$722K Buy
2,184
+131
+6% +$41.5K 0.28% 122
2022
Q3 		$552K Buy
2,053
+29
+1% +$7.66K 0.23% 133
2022
Q2 		$455K Buy
2,024
+161
+9% +$39.4K 0.18% 158
2022
Q1 		$459K Buy
1,863
+52
+3% +$11.8K 0.17% 161
2021
Q4 		$454K Buy
1,811
+362
+25% +$88.7K 0.16% 157
2021
Q3 		$346K Buy
1,449
+265
+22% +$63K 0.14% 176
2021
Q2 		$279K Buy
+1,184
New +$286K 0.12% 202

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Wambolt & Associates's VMI Position: Q2 2025 in Review

Wambolt & Associates reduced its Valmont Industries (VMI) stake by 11% in Q2 2025, selling an estimated $142K and leaving 3,827 shares worth $1.28M. The position accounts for 0.43% of the portfolio, ranked #69.

Wambolt & Associates first reported a position in VMI in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.52M in Q3 2024. 497 funds tracked by Wall St. Rank hold VMI as of Q2 2025.

  • Wambolt & Associates held 3,827 shares of Valmont Industries worth $1.28M as of Q2 2025.
  • Wambolt & Associates sold 462 Valmont Industries shares in Q2 2025, an estimated $142K.
  • Valmont Industries made up 0.43% of Wambolt & Associates's portfolio in Q2 2025, its #69 holding.
  • Wambolt & Associates first reported a position in Valmont Industries in Q2 2021 and has held it in 17 quarters since.
  • Wambolt & Associates's Valmont Industries position peaked at $1.52M in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.