WLG
VMI icon

Williamson Legacy Group’s Valmont Industries VMI Stock Holding History

Williamson Legacy 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
2025
Q2 		– Sell
-2,714
Closed -$775K – 138
2025
Q1 		$775K Buy
2,714
+114
+4% +$37.2K 0.74% 70
2024
Q4 		$797K Buy
2,600
+156
+6% +$50.3K 0.53% 66
2024
Q3 		$709K Buy
+2,444
New +$685K 0.47% 74

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Williamson Legacy Group's VMI Position: Q2 2025 in Review

Williamson Legacy Group sold out of Valmont Industries (VMI) in Q2 2025, closing a stake of 2,714 shares — an estimated $775K sold.

Williamson Legacy Group first reported a position in VMI in Q3 2024 and held it in 3 quarters. The position peaked at $797K in Q4 2024. 496 funds tracked by Wall St. Rank hold VMI as of Q2 2025.

  • Williamson Legacy Group reported no remaining Valmont Industries position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 2,714 Valmont Industries shares in Q2 2025, an estimated $775K.
  • Williamson Legacy Group first reported a position in Valmont Industries in Q3 2024 and held it in 3 quarters.
  • Williamson Legacy Group's Valmont Industries position peaked at $797K in Q4 2024.
  • 496 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.