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Waverton Investment Management’s Vulcan Materials VMC Stock Holding History

Waverton Investment Management’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
2025
Q4 		– Sell
-242,653
Closed -$74.6M – 94
2025
Q3 		$74.6M Buy
242,653
+22,500
+10% +$6.39M 0.96% 26
2025
Q2 		$57.4M Buy
220,153
+8,272
+4% +$2.13M 0.79% 27
2025
Q1 		$49.4M Buy
211,881
+14,747
+7% +$3.75M 0.77% 29
2024
Q4 		$50.7M Buy
197,134
+8,186
+4% +$2.2M 0.81% 29
2024
Q3 		$47.3M Buy
188,948
+38,329
+25% +$9.52M 0.78% 29
2024
Q2 		$37.4M Buy
150,619
+2,817
+2% +$728K 0.71% 31
2024
Q1 		$40.3M Sell
147,802
-12,089
-8% -$2.98M 0.84% 29
2023
Q4 		$36.3M Buy
159,891
+15,787
+11% +$3.34M 0.88% 25
2023
Q3 		$29.1M Sell
144,104
-34,478
-19% -$7.5M 0.84% 29
2023
Q2 		$40.2M Sell
178,582
-1,578
-0.9% -$302K 1.14% 23
2023
Q1 		$30.9M Buy
180,160
+2,677
+2% +$475K 0.95% 28
2022
Q4 		$31.1M Sell
177,483
-3,807
-2% -$651K 1.14% 27
2022
Q3 		$28.6M Buy
181,290
+5,705
+3% +$927K 1.17% 23
2022
Q2 		$25M Sell
175,585
-26,626
-13% -$4.4M 0.97% 25
2022
Q1 		$37.1M Sell
202,211
-44,491
-18% -$8.3M 1.25% 21
2021
Q4 		$51.2M Sell
246,702
-121,778
-33% -$23.6M 1.62% 20
2021
Q3 		$62.3M Buy
368,480
+3,842
+1% +$688K 2.46% 18
2021
Q2 		$63.5M Buy
364,638
+9,780
+3% +$1.75M 2.47% 18
2021
Q1 		$59.9M Buy
354,858
+20,215
+6% +$3.28M 2.6% 18
2020
Q4 		$49.6M Buy
334,643
+24,291
+8% +$3.46M 2.29% 18
2020
Q3 		$42.1M Buy
+310,352
New +$39M 2.09% 17

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverton Investment Management's VMC Position: Q4 2025 in Review

Waverton Investment Management sold out of Vulcan Materials (VMC) in Q4 2025, closing a stake of 242,653 shares — an estimated $74.6M sold.

Waverton Investment Management first reported a position in VMC in Q3 2020 and held it in 21 quarters. The position peaked at $74.6M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VMC as of Q4 2025.

  • Waverton Investment Management reported no remaining Vulcan Materials position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 242,653 Vulcan Materials shares in Q4 2025, an estimated $74.6M.
  • Waverton Investment Management first reported a position in Vulcan Materials in Q3 2020 and held it in 21 quarters.
  • Waverton Investment Management's Vulcan Materials position peaked at $74.6M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.