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Whalen Wealth Management’s Vulcan Materials VMC Stock Holding History

Whalen Wealth 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
2026
Q1 		– Sell
-1,198
Closed -$342K – 229
2025
Q4 		$342K Buy
1,198
+233
+24% +$68.4K 0.18% 148
2025
Q3 		$297K Sell
965
-388
-29% -$110K 0.17% 133
2025
Q2 		$353K Sell
1,353
-1,400
-51% -$360K 0.22% 126
2025
Q1 		$642K Buy
+2,753
New +$699K 0.43% 47

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VPM
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Whalen Wealth Management's VMC Position: Q1 2026 in Review

Whalen Wealth Management sold out of Vulcan Materials (VMC) in Q1 2026, closing a stake of 1,198 shares — an estimated $342K sold.

Whalen Wealth Management first reported a position in VMC in Q1 2025 and held it in 4 quarters. The position peaked at $642K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Whalen Wealth Management reported no remaining Vulcan Materials position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,198 Vulcan Materials shares in Q1 2026, an estimated $342K.
  • Whalen Wealth Management first reported a position in Vulcan Materials in Q1 2025 and held it in 4 quarters.
  • Whalen Wealth Management's Vulcan Materials position peaked at $642K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.