AWM
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Accel Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Accel 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
2026
Q1 		– Sell
-340
Closed -$212K – 298
2025
Q4 		$212K Hold
340
– – 0.06% 263
2025
Q3 		$214K Sell
340
-100
-23% -$59.6K 0.06% 258
2025
Q2 		$242K Buy
440
+3
+0.7% +$1.59K 0.08% 219
2025
Q1 		$209K Buy
437
+1
+0.2% +$508 0.08% 231
2024
Q4 		$225K Hold
436
– – 0.09% 219
2024
Q3 		$235K Buy
436
+2
+0.5% +$1.08K 0.09% 213
2024
Q2 		$235K Hold
434
– – 0.09% 197
2024
Q1 		$266K Buy
+434
New +$237K 0.11% 171
2023
Q2 		– Sell
-41
Closed -$14.4K – 588
2023
Q1 		$14.4K Buy
41
+1
+3% +$351 0.01% 792
2022
Q4 		$13.7K Sell
40
-202
-83% -$68.9K 0.01% 637
2022
Q3 		$81K Buy
242
+1
+0.4% +$339 0.04% 279
2022
Q2 		$76K Hold
241
– – 0.04% 275
2022
Q1 		$93K Buy
241
+1
+0.4% +$388 0.05% 264
2021
Q4 		$106K Buy
240
+200
+500% +$81.1K 0.05% 251
2021
Q3 		$14K Hold
40
– – 0.01% 573
2021
Q2 		$14K Buy
+40
New +$14.3K 0.01% 626

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Accel Wealth Management's MLM Position: Q1 2026 in Review

Accel Wealth Management sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 340 shares — an estimated $212K sold.

Accel Wealth Management first reported a position in MLM in Q2 2021 and held it in 16 quarters. The position peaked at $266K in Q1 2024. 1,074 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Accel Wealth Management reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
  • Accel Wealth Management sold 340 Martin Marietta Materials shares in Q1 2026, an estimated $212K.
  • Accel Wealth Management first reported a position in Martin Marietta Materials in Q2 2021 and held it in 16 quarters.
  • Accel Wealth Management's Martin Marietta Materials position peaked at $266K in Q1 2024.
  • 1,074 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.