MassMutual Private Wealth & Trust, FSB VMC — VULCAN MATERIALS CO

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  45 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported VULCAN MATERIALS CO (VMC) in 45 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows VMC at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in VULCAN MATERIALS 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2024 Q1 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 MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 652 -144 -18.1% 0.00% $192K 2026-07-02 $303.19
2026 Q1 REDUCED 6.7% +11.8% ❌ 796 -57 -6.7% 0.01% $217K 2026-04-13 $296.56
2025 Q4 REDUCED 8.4% -4.3% ✅ 853 -78 -8.4% 0.01% $243K 2026-01-07 $290.99
2025 Q3 REDUCED — — — 931 -19 -2.0% 0.01% $286K 2025-10-22 $292.03
2025 Q2 ADDED — — — 950 +99 +11.6% 0.01% $248K 2025-07-09 $268.00
2025 Q1 ADDED — — — 851 +131 +18.2% 0.01% $199K 2025-04-01 $235.13
2024 Q4 REDUCED 14.8% -9.1% ✅ 720 -125 -14.8% 0.01% $185K 2025-01-16 $266.15
2024 Q3 REDUCED — — — 845 -12 -1.4% 0.01% $212K 2024-10-02 $237.36
2024 Q2 ADDED — — — 857 +358 +71.7% 0.01% $213K 2024-07-02 $241.45
2024 Q1 ADDED — — — 499 +28 +5.9% 0.00% $136K 2024-04-09 $261.24
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VMC

As of 2026 Q2 — sorted by position size

SWP Investment Management LLC 1.07% Trust Co of the South 0.04% CX Institutional 3Y 7Y 0.04% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% BURKETT FINANCIAL SERVICES, LLC 0.01% Hilltop National Bank 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and VMC

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

How long has MassMutual Private Wealth & Trust, FSB reported owning VMC?

MassMutual Private Wealth & Trust, FSB reported VMC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VMC position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for VMC was 0.01% in 2025 Q3.

What is the latest reported VMC position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 652 shares, equal to 0.00% of portfolio, with an estimated market value of $192K.

What does the chart on this VMC ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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 MassMutual Private Wealth & Trust, FSB time their VMC position?

Based on 13F filing dates vs. subsequent VMC price moves, MassMutual Private Wealth & Trust, FSB correctly timed 18 out of 38 reported position changes (47%). The annualised alpha on VMC relative to SPY over the holding period was +0.7%.

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