Heritage Trust Co

Bank

Position in VMI — Valmont Industries Inc

CIK 1706028 OKLAHOMA CITY, OK

Position in VMI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,297,867

+$400,034 QoQ

Shares Held

2,247

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#288

of 649 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Heritage Trust Co holds $3,135,478 across 3 Conglomerates names. VMI ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	6,654	$1,489,829
2	VMI	Valmont Industries Inc This page	2,247	$1,297,867
3	MMM	3M Co	2,148	$347,782

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,297,867	2,247	0.0%	Shares	Sole	2026-08-06
2026-03-31	$897,833	2,247	0.0%	Shares	Sole	2026-05-13
2025-12-31	$904,013	2,247	-0.5%	Shares	Sole	2026-02-10
2025-09-30	$875,882	2,259	0.0%	Shares	Sole	2025-11-12
2025-06-30	$737,721	2,259	0.0%	Shares	Sole	2025-08-12
2025-03-31	$644,650	2,259	0.0%	Shares	Sole	2025-05-09
2024-12-31	$692,767	2,259	-5.6%	Shares	Sole	2025-02-13
2024-06-30	$656,758	2,393	0.0%	Shares	Sole	2024-08-12
2024-03-31	$546,274	2,393	0.0%	Shares	Sole	2024-05-10
2023-12-31	$558,789	2,393	0.0%	Shares	Sole	2024-02-09
2023-09-30	$574,822	2,393	0.0%	Shares	Sole	2023-11-08
2023-06-30	$696,482	2,393	0.0%	Shares	Sole	2023-08-11
2023-03-31	$764,037	2,393	0.0%	Shares	Sole	2023-05-12
2022-12-31	$791,293	2,393	0.0%	Shares	Sole	2023-02-10
2022-09-30	$642,807	2,393	0.0%	Shares	Sole	2022-11-10
2022-06-30	$537,539	2,393	0.0%	Shares	Sole	2022-08-11
2022-03-31	$570,969	2,393	0.0%	Shares	Sole	2022-05-11
2021-12-31	$599,446	2,393	0.0%	Shares	Sole	2022-02-09
2021-09-30	$562,642	2,393	0.0%	Shares	Sole	2021-11-09
2021-06-30	$564,867	2,393	0.0%	Shares	Sole	2021-08-09
2021-03-31	$568,744	2,393	0.0%	Shares	Sole	2021-05-12
2020-12-31	$418,607	2,393	0.0%	Shares	Sole	2021-02-11
2020-09-30	$297,162	2,393	-33.4%	Shares	Sole	2020-11-13
2020-06-30	$408,236	3,593	0.0%	Shares	Sole	2020-08-04
2020-03-31	$380,786	3,593	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.