9WM
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9258 Wealth Management’s Martin Marietta Materials MLM Stock Holding History

9258 Wealth Management’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$257K Buy
478
+39
+9% +$21.1K 0.04% 294
2024
Q2 		$238K Buy
439
+49
+13% +$28.5K 0.04% 299
2024
Q1 		$239K Sell
390
-17
-4% -$9.28K 0.04% 297
2023
Q4 		$203K Buy
+407
New +$183K 0.04% 305

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

9258 Wealth Management's MLM Position: Q3 2024 in Review

9258 Wealth Management increased its Martin Marietta Materials (MLM) stake by 8.9% in Q3 2024, buying an estimated $21.1K and bringing the position to 478 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #294.

9258 Wealth Management first reported a position in MLM in Q4 2023 and has held it in 4 quarters since. 943 funds tracked by Wall St. Rank hold MLM as of Q3 2024.

  • 9258 Wealth Management held 478 shares of Martin Marietta Materials worth $257K as of Q3 2024.
  • 9258 Wealth Management bought 39 Martin Marietta Materials shares in Q3 2024, an estimated $21.1K.
  • Martin Marietta Materials made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #294 holding.
  • 9258 Wealth Management first reported a position in Martin Marietta Materials in Q4 2023 and has held it in 4 quarters since.
  • 943 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.