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Waverly Advisors’s Valmont Industries VMI Stock Holding History

Waverly Advisors’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
2026
Q1 		$241K Sell
603
-4
-0.7% -$1.75K ﹤0.01% 1416
2025
Q4 		$244K Buy
607
+83
+16% +$33.8K ﹤0.01% 1301
2025
Q3 		$203K Buy
+524
New +$191K ﹤0.01% 1212

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Waverly Advisors's VMI Position: Q1 2026 in Review

Waverly Advisors reduced its Valmont Industries (VMI) stake by 0.66% in Q1 2026, selling an estimated $1.75K and leaving 603 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Waverly Advisors first reported a position in VMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 602 funds tracked by Wall St. Rank hold VMI as of Q1 2026.

  • Waverly Advisors held 603 shares of Valmont Industries worth $241K as of Q1 2026.
  • Waverly Advisors sold 4 Valmont Industries shares in Q1 2026, an estimated $1.75K.
  • Valmont Industries made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1416 holding.
  • Waverly Advisors first reported a position in Valmont Industries in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Valmont Industries position peaked at $244K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.