Welch Group
VMI icon

Welch Group’s Valmont Industries VMI Stock Holding History

Welch Group’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
Q3 		$514K Hold
1,110
– – 0.02% 190
2026
Q2 		$641K Buy
1,110
+10
+0.9% +$5.03K 0.02% 165
2026
Q1 		$440K Hold
1,100
– – 0.02% 192
2025
Q4 		$443K Hold
1,100
– – 0.02% 188
2025
Q3 		$427K Hold
1,100
– – 0.02% 187
2025
Q2 		$359K Hold
1,100
– – 0.02% 192
2025
Q1 		$319K Hold
1,100
– – 0.01% 195
2024
Q4 		$336K Hold
1,100
– – 0.02% 192
2024
Q3 		$319K Hold
1,100
– – 0.01% 198
2024
Q2 		$302K Buy
+1,100
New +$268K 0.01% 191

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Welch Group's VMI Position: Q3 2026 in Review

Welch Group held its Valmont Industries (VMI) position steady in Q3 2026 at 1,110 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #190.

Welch Group first reported a position in VMI in Q2 2024 and has held it in 10 quarters since. The position peaked at $641K in Q2 2026. 188 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

  • Welch Group held 1,110 shares of Valmont Industries worth $514K as of Q3 2026.
  • Welch Group left its Valmont Industries share count unchanged in Q3 2026.
  • Valmont Industries made up 0.02% of Welch Group's portfolio in Q3 2026, its #190 holding.
  • Welch Group first reported a position in Valmont Industries in Q2 2024 and has held it in 10 quarters since.
  • Welch Group's Valmont Industries position peaked at $641K in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.