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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
Q3 		– Sell
-1,566
Closed -$462K – 251
2026
Q2 		$462K Buy
+1,566
New +$449K 0.21% 120
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

Other funds holding VMC

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Whalen Wealth Management's VMC Position: Q3 2026 in Review

Whalen Wealth Management sold out of Vulcan Materials (VMC) in Q3 2026, closing a stake of 1,566 shares — an estimated $462K sold.

Whalen Wealth Management first reported a position in VMC in Q1 2025 and held it in 5 quarters. The position peaked at $642K in Q1 2025. 42 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

  • Whalen Wealth Management reported no remaining Vulcan Materials position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,566 Vulcan Materials shares in Q3 2026, an estimated $462K.
  • Whalen Wealth Management first reported a position in Vulcan Materials in Q1 2025 and held it in 5 quarters.
  • Whalen Wealth Management's Vulcan Materials position peaked at $642K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.