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Whipplewood Advisors’s Valmont Industries VMI Stock Holding History

Whipplewood Advisors’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 		$1.73K Hold
3
– – ﹤0.01% 455
2026
Q1 		$1.2K Buy
+3
New +$1.31K ﹤0.01% 863
2025
Q3 		– Sell
-3
Closed -$980 – 1133
2025
Q2 		$980 Sell
3
-24
-89% -$7.36K ﹤0.01% 1025
2025
Q1 		$856 Buy
27
+24
+800% +$7.83K ﹤0.01% 1049
2024
Q4 		$920 Buy
+3
New +$967 ﹤0.01% 1035

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's VMI Position: Q2 2026 in Review

Whipplewood Advisors held its Valmont Industries (VMI) position steady in Q2 2026 at 3 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Whipplewood Advisors first reported a position in VMI in Q4 2024 and has held it in 5 quarters since. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Whipplewood Advisors held 3 shares of Valmont Industries worth $1.73K as of Q2 2026.
  • Whipplewood Advisors left its Valmont Industries share count unchanged in Q2 2026.
  • Valmont Industries made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #455 holding.
  • Whipplewood Advisors first reported a position in Valmont Industries in Q4 2024 and has held it in 5 quarters since.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.