Waverly Advisors, LLC

Position in VMC — Vulcan Materials CO

CIK 1568787 BIRMINGHAM, AL

Position in VMC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,716,121

-$119,765 QoQ

Shares Held

20,992

+2.6% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Basic Materials · as of Mar 31, 2026

Waverly Advisors, LLC holds $7,465,539 across 4 Building Materials names. VMC ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMC	Vulcan Materials CO This page	20,992	$5,716,121
2	MLM	Martin Marietta Materials Inc	1,517	$893,027
3	CRH	Crh Public Ltd Co	5,051	$530,961
4	SMID	Smith Midland Corp	10,004	$325,430

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,716,121	20,992	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$5,835,886	20,461	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$6,303,749	20,492	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$5,293,341	20,295	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$4,715,692	20,213	+16.6%	Shares	Sole	2025-05-15
2024-12-31	$4,460,368	17,340	+2.3%	Shares	Sole	2025-02-14
2024-09-30	$4,246,040	16,955	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$4,252,676	17,101	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$4,696,133	17,207	+4.2%	Shares	Sole	2024-05-15
2023-12-31	$3,747,480	16,508	+1.8%	Shares	Other	2024-02-14
2023-09-30	$3,275,349	16,213	-0.0%	Shares	Other	2023-11-14
2023-06-30	$3,655,508	16,215	-6.8%	Shares	Other	2023-08-15
2023-03-31	$2,985,143	17,400	+15.7%	Shares	Other	2023-05-16
2022-12-31	$2,632,778	15,035	-2.1%	Shares	Other	2023-02-15
2022-09-30	$2,422,267	15,359	+0.8%	Shares	Sole	2022-11-15
2022-06-30	$2,165,461	15,239	0.0%	Shares	Other	2022-08-15
2022-03-31	$2,799,404	15,239	0.0%	Shares	Other	2022-05-17
2021-12-31	$3,163,310	15,239	-2.5%	Shares	Other	2022-02-15
2021-09-30	$2,644,139	15,631	0.0%	Shares	Sole	2021-11-15
2021-06-30	$2,720,888	15,631	+2.1%	Shares	Sole	2021-08-17
2021-03-31	$2,583,056	15,307	-9.1%	Shares	Sole	2021-05-24
2020-12-31	$2,497,688	16,841	-20.5%	Shares	Sole	2021-02-16
2020-09-30	$2,870,195	21,176	+35.8%	Shares	Sole	2020-11-02
2020-06-30	$1,806,449	15,593	0.0%	Shares	Sole	2020-08-17
2020-03-31	$1,685,135	15,593	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.