Position in VMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,531,794
+$687,903 QoQ
Shares Held
2,652
+25.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#275
of 649 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 69%
Shared 31%
None 0%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,720,062 across 3 Conglomerates names. VMI ranks #1 (56.3% of the industry book) .
All Filings in VMI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,794 | 2,652 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $843,891 | 2,112 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $745,498 | 1,853 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $931,715 | 2,403 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,020,857 | 3,126 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,005,928 | 3,525 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $95,067 | 310 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $49,001 | 169 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $39,795 | 145 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,304 | 32 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $2,402 | 10 | Shares | Other | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||