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Waverly Advisors’s Vulcan Materials VMC Stock Holding History

Waverly 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
Q2 		$6.02M Sell
20,397
-595
-3% -$171K 0.03% 403
2026
Q1 		$5.72M Buy
20,992
+531
+3% +$156K 0.04% 379
2025
Q4 		$5.84M Sell
20,461
-31
-0.2% -$9.09K 0.05% 340
2025
Q3 		$6.3M Buy
20,492
+197
+1% +$55.9K 0.06% 279
2025
Q2 		$5.29M Buy
20,295
+82
+0.4% +$21.1K 0.06% 299
2025
Q1 		$4.72M Buy
20,213
+2,873
+17% +$730K 0.06% 305
2024
Q4 		$4.46M Buy
17,340
+385
+2% +$104K 0.07% 236
2024
Q3 		$4.25M Sell
16,955
-146
-0.9% -$36.3K 0.08% 213
2024
Q2 		$4.25M Sell
17,101
-106
-0.6% -$27.4K 0.08% 210
2024
Q1 		$4.7M Buy
17,207
+699
+4% +$172K 0.11% 153
2023
Q4 		$3.75M Buy
16,508
+295
+2% +$62.5K 0.14% 95
2023
Q3 		$3.28M Sell
16,213
-2
-0% -$435 0.14% 102
2023
Q2 		$3.66M Sell
16,215
-1,185
-7% -$227K 0.16% 90
2023
Q1 		$2.99M Buy
17,400
+2,365
+16% +$420K 0.16% 83
2022
Q4 		$2.63M Sell
15,035
-324
-2% -$55.4K 0.15% 79
2022
Q3 		$2.42M Buy
15,359
+120
+0.8% +$19.5K 0.17% 62
2022
Q2 		$2.17M Hold
15,239
– – 0.2% 52
2022
Q1 		$2.8M Hold
15,239
– – 0.24% 40
2021
Q4 		$2.85M Sell
15,239
-392
-3% -$75.9K 0.25% 38
2021
Q3 		$3.12M Hold
15,631
– – 0.27% 39
2021
Q2 		$2.97M Buy
15,631
+324
+2% +$57.9K 0.27% 38
2021
Q1 		$2.83M Sell
15,307
-1,534
-9% -$249K 0.28% 38
2020
Q4 		$2.7M Sell
16,841
-4,335
-20% -$618K 0.28% 39
2020
Q3 		$3.07M Buy
21,176
+5,583
+36% +$702K 0.41% 33
2020
Q2 		$2.02M Hold
15,593
– – 0.26% 40
2020
Q1 		$1.69M Hold
15,593
– – 0.28% 40
2019
Q4 		$2.29M Sell
15,593
-363
-2% -$52K 0.3% 42
2019
Q3 		$2.41M Sell
15,956
-676
-4% -$95.4K 0.35% 40
2019
Q2 		$2.28M Hold
16,632
– – 0.34% 40
2019
Q1 		$1.97M Hold
16,632
– – 0.3% 43
2018
Q4 		$1.64M Sell
16,632
-7,746
-32% -$785K 0.29% 44
2018
Q3 		$2.71M Hold
24,378
– – 0.4% 27
2018
Q2 		$3.15M Hold
24,378
– – 0.49% 26
2018
Q1 		$2.78M Sell
24,378
-362
-1% -$45.6K 0.45% 26
2017
Q4 		$3.18M Buy
24,740
+6,206
+33% +$758K 0.45% 26
2017
Q3 		$2.22M Sell
18,534
-198
-1% -$23.8K 0.48% 31
2017
Q2 		$2.37M Hold
18,732
– – 0.6% 22
2017
Q1 		$2.26M Buy
18,732
+7,859
+72% +$961K 0.59% 24
2016
Q4 		$1.36M Buy
10,873
+8,699
+400% +$1.05M 0.51% 27
2016
Q3 		$247K Hold
2,174
– – 0.1% 78
2016
Q2 		$262K Hold
2,174
– – 0.12% 68
2016
Q1 		$230K Sell
2,174
-2,435
-53% -$231K 0.14% 73
2015
Q4 		$438K Buy
4,609
+1,975
+75% +$191K 0.19% 60
2015
Q3 		$235K Hold
2,634
– – 0.16% 51
2015
Q2 		$221K Buy
2,634
+185
+8% +$16.1K 0.14% 51
2015
Q1 		$206K Sell
2,449
-27,963
-92% -$2.16M 0.1% 48
2014
Q4 		$2M Sell
30,412
-525
-2% -$33.1K 1% 12
2014
Q3 		$1.86M Sell
30,937
-11,669
-27% -$736K 1.01% 11
2014
Q2 		$2.72M Buy
42,606
+28,512
+202% +$1.8M 1.13% 10
2014
Q1 		$937K Buy
14,094
+6,369
+82% +$407K 0.42% 26
2013
Q4 		$459K Hold
7,725
– – 0.16% 66
2013
Q3 		$400K Buy
7,725
+74
+1% +$3.66K 0.2% 52
2013
Q2 		$370K Buy
+7,651
New +$393K 0.21% 54

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Waverly Advisors's VMC Position: Q2 2026 in Review

Waverly Advisors reduced its Vulcan Materials (VMC) stake by 2.8% in Q2 2026, selling an estimated $171K and leaving 20,397 shares worth $6.02M. The position accounts for 0.03% of the portfolio, ranked #403.

Waverly Advisors first reported a position in VMC in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.3M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Waverly Advisors held 20,397 shares of Vulcan Materials worth $6.02M as of Q2 2026.
  • Waverly Advisors sold 595 Vulcan Materials shares in Q2 2026, an estimated $171K.
  • Vulcan Materials made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #403 holding.
  • Waverly Advisors first reported a position in Vulcan Materials in Q2 2013 and has held it in 53 quarters since.
  • Waverly Advisors's Vulcan Materials position peaked at $6.3M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.