Williams Jones Wealth Management’s Vulcan Materials VMC Stock Holding History

Williams Jones 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 Q2	$638K	Sell	2,161 -119	-5%	-$34.1K	0.01%	341
2026 Q1	$621K	Hold	2,280	–	–	0.01%	322
2025 Q4	$650K	Hold	2,280	–	–	0.01%	310
2025 Q3	$701K	Hold	2,280	–	–	0.01%	301
2025 Q2	$595K	Buy	2,280 +1	+0%	+$257	0.01%	323
2025 Q1	$532K	Hold	2,279	–	–	0.01%	327
2024 Q4	$586K	Hold	2,279	–	–	0.01%	320
2024 Q3	$571K	Hold	2,279	–	–	0.01%	331
2024 Q2	$567K	Sell	2,279 -400	-15%	-$103K	0.01%	326
2024 Q1	$731K	Buy	2,679 +550	+26%	+$136K	0.01%	298
2023 Q4	$483K	Hold	2,129	–	–	0.01%	349
2023 Q3	$430K	Sell	2,129 -18	-0.8%	-$3.92K	0.01%	363
2023 Q2	$484K	Hold	2,147	–	–	0.01%	348
2023 Q1	$368K	Sell	2,147 -12	-0.6%	-$2.13K	0.01%	418
2022 Q4	$378K	Buy	2,159 +12	+0.6%	+$2.05K	0.01%	405
2022 Q3	$339K	Hold	2,147	–	–	0.01%	424
2022 Q2	$305K	Hold	2,147	–	–	﹤0.01%	454
2022 Q1	$394K	Buy	+2,147	New	+$401K	0.01%	385

Other funds holding VMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Williams Jones Wealth Management's VMC Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Vulcan Materials (VMC) stake by 5.2% in Q2 2026, selling an estimated $34.1K and leaving 2,161 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #341.

Williams Jones Wealth Management first reported a position in VMC in Q1 2022 and has held it in 18 quarters since. The position peaked at $731K in Q1 2024. 472 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Williams Jones Wealth Management held 2,161 shares of Vulcan Materials worth $638K as of Q2 2026.
Williams Jones Wealth Management sold 119 Vulcan Materials shares in Q2 2026, an estimated $34.1K.
Vulcan Materials made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #341 holding.
Williams Jones Wealth Management first reported a position in Vulcan Materials in Q1 2022 and has held it in 18 quarters since.
Williams Jones Wealth Management's Vulcan Materials position peaked at $731K in Q1 2024.
472 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.