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WealthPlan Investment Management’s Valmont Industries VMI Stock Holding History

WealthPlan Investment Management’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
Q2 		$14.3M Buy
24,716
+75
+0.3% +$37.7K 0.71% 33
2026
Q1 		$9.85M Buy
24,641
+90
+0.4% +$39.3K 0.55% 46
2025
Q4 		$9.88M Sell
24,551
-51
-0.2% -$20.8K 0.63% 44
2025
Q3 		$9.54M Buy
24,602
+60
+0.2% +$21.8K 0.63% 58
2025
Q2 		$8.01M Buy
24,542
+57
+0.2% +$17.5K 0.58% 63
2025
Q1 		$6.99M Buy
24,485
+45
+0.2% +$14.7K 0.69% 57
2024
Q4 		$7.5M Buy
24,440
+48
+0.2% +$15.5K 0.74% 49
2024
Q3 		$7.07M Buy
24,392
+266
+1% +$74.5K 0.72% 52
2024
Q2 		$6.62M Buy
24,126
+35
+0.1% +$8.53K 1% 40
2024
Q1 		$5.5M Buy
24,091
+63
+0.3% +$14.1K 0.84% 52
2023
Q4 		$5.61M Sell
24,028
-542
-2% -$119K 0.9% 47
2023
Q3 		$5.9M Buy
24,570
+12,413
+102% +$3.19M 1.04% 42
2023
Q2 		$3.54M Sell
12,157
-14,064
-54% -$4.06M 1.06% 40
2023
Q1 		$8.37M Sell
26,221
-96
-0.4% -$30.6K 1.44% 28
2022
Q4 		$8.51M Buy
26,317
+43
+0.2% +$13.6K 0.6% 53
2022
Q3 		$8.61M Buy
+26,274
New +$6.94M 0.63% 55
2022
Q1 		$6.51M Buy
+26,160
New +$5.95M 0.45% 66

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

WealthPlan Investment Management's VMI Position: Q2 2026 in Review

WealthPlan Investment Management increased its Valmont Industries (VMI) stake by 0.3% in Q2 2026, buying an estimated $37.7K and bringing the position to 24,716 shares worth $14.3M. The position accounts for 0.71% of the portfolio, ranked #33.

WealthPlan Investment Management first reported a position in VMI in Q1 2022 and has held it in 17 quarters since. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • WealthPlan Investment Management held 24,716 shares of Valmont Industries worth $14.3M as of Q2 2026.
  • WealthPlan Investment Management bought 75 Valmont Industries shares in Q2 2026, an estimated $37.7K.
  • Valmont Industries made up 0.71% of WealthPlan Investment Management's portfolio in Q2 2026, its #33 holding.
  • WealthPlan Investment Management first reported a position in Valmont Industries in Q1 2022 and has held it in 17 quarters since.
  • 652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.