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VMC Vulcan Materials

Materials, filed as VULCAN MATLS CO (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 1

  • 2 Owners
  • #131
  • Max 2.5%
  • Master 0.09%
  • $247M
  • 2 reduce

In 2026 Q3 John Armitage and Kentucky Trust trimmed Vulcan Materials.

Who owns this now

Largest portfolio weights among holders, up to 2.5% (John Armitage, Egerton Capital (UK)). Not free-float ownership.

  1. John Armitage Reduce 2.5%
  2. Kentucky Trust Co. Reduce 0.18%

Who owns VMC

Sorted by value, long equity only, as of 2026 Q3.

History
John Armitage, Egerton Capital (UK) 2.5%, was 5.6% Reduce −48.9% 1,007,912 $247M History
Kentucky Trust Co., Kentucky Trust 0.18%, was 0.31% Reduce −34.2% 1,440 $352K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by VMC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All VMC insider trades
  • None no insider bought on the open market
  • $15M sold by 7 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. J Thomas Hill Director
    Sale
    $3.9M 14,000 shares at $276.17 19% of stake
    Traded Aug 21 Filed Aug 25
    ↗
  2. David P Clement Senior Vice President
    Sale
    $570K 2,000 shares at $285.10 23% of stake
    Traded Aug 7 Filed Aug 10
    ↗
  3. David P Clement Senior Vice President
    Sale
    $647K 2,212 shares at $292.29 20% of stake
    Traded Jun 15 Filed Jun 16
    ↗
  4. Melissa H. Anderson Director
    Sale
    $345K 1,137 shares at $303.72 100% of stake
    Traded Feb 20 Filed Feb 24
    ↗
  5. Thompson S Baker II President
    Sale
    $2.1M 7,135 shares at $300.81 100% of stake
    Traded Dec 11, 2025 Filed Dec 15, 2025
    ↗
  6. Denson N. Franklin III SVP, Gen. Counsel & Secretary
    Sale
    $196K 665 shares at $295.00 7.4% of stake
    Traded Dec 10, 2025 Filed Dec 10, 2025
    ↗
  7. David P Clement Senior Vice President
    Sale
    $577K 2,000 shares at $288.55 71% of stake
    Traded Nov 19, 2025 Filed Nov 24, 2025
    ↗
  8. Thompson S Baker II President
    Sale
    $1.4M 4,853 shares at $295.63 11% of stake
    Traded Nov 12, 2025 Filed Nov 13, 2025
    ↗
  9. Stanley G Bass Chief Strategy Officer
    Sale
    $960K 3,333 shares at $288.00 11% of stake
    Traded Nov 7, 2025 Filed Nov 12, 2025
    ↗
  10. Grayson Hall Director
    Sale
    $1.4M 4,658 shares at $290.74 100% of stake
    Traded Nov 10, 2025 Filed Nov 12, 2025
    ↗
  11. Thompson S Baker II President
    Sale
    $1.2M 4,243 shares at $289.76 9.3% of stake
    Traded Nov 10, 2025 Filed Nov 12, 2025
    ↗
  12. Thompson S Baker II President
    Sale
    $1.7M 5,818 shares at $292.26 100% of stake
    Traded Nov 4, 2025 Filed Nov 6, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 35 option exercises and 33 share withholdings for taxes.

Congress

1 member of Congress traded VMC in the last three years: 1 buy and 1 sale. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Jun 6, 2025 filed Sep 12, 2025
  2. Val T. Hoyle D-OR-4Spouse Buy $1K–$15K Oct 29, 2024 filed Sep 12, 2025

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,5.07 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated about 24 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $7.42B $7.94B
Gross profit $1.95B $2B $2.17B
Gross margin * — 27.0% 27.4%
Net income $0.933B $0.912B $1.08B
Net margin * — 12.3% 13.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.52B $2.27B $2.57B
Total non-current assets * $12.02B $14.84B $14.13B
Total assets $14.55B $17.1B $16.7B
Total current liabilities $0.798B $1.24B $0.956B
Total non-current liabilities * $6.24B $7.72B $7.2B
Total equity $7.48B $8.12B $8.53B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.54B $1.41B $1.81B
Cash from investing -$0.164B -$2.81B -$0.529B
Cash from financing -$0.586B $1.06B -$1.7B
Net change in cash $787.7M -$348.4M -$411.4M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.