Baron Wealth Management LLC VMC — VULCAN MATLS CO

Ownership history in Baron Wealth Management LLC  ·  4 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported VULCAN MATLS CO (VMC) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows VMC at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in VULCAN MATLS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VMC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VMC stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC held VMC — position size vs. price
% of Fund (quarterly)    VMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 860 +33 +4.0% 0.07% $254K 2026-07-07 $299.90
2026 Q1 ADDED — — — 827 +52 +6.7% 0.07% $225K 2026-04-16 $285.21
2025 Q4 REDUCED — — — 775 -4 -0.5% 0.07% $221K 2026-01-14 $297.32
2025 Q3 INITIATED — — — 779 — — 0.08% $240K 2025-10-20 $293.82

🏢 Other funds also holding VMC

As of 2026 Q2 — sorted by position size

SWP Investment Management LLC 1.07% Somerset Trust Co 3Y 7Y 0.2% Pacific Excel Wealth Advisors, Inc. 0.12% Bison Wealth, LLC 0.12% Central Pacific Bank - Trust Division 0.1% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.06% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.05% Trust Co of the South 0.04% GAMMA Investing LLC 0.04% CX Institutional 3Y 7Y 0.04%

FAQ About Baron Wealth Management LLC and VMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning VMC?

Baron Wealth Management LLC reported VMC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported VMC position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for VMC was 0.08% in 2025 Q3.

What is the latest reported VMC position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 860 shares, equal to 0.07% of portfolio, with an estimated market value of $254K.

What does the chart on this VMC ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly VMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baron Wealth Management LLC time their VMC position?

Based on 13F filing dates vs. subsequent VMC price moves, Baron Wealth Management LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on VMC relative to SPY over the holding period was -13.1%.

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