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

Accredited 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
2025
Q2 		– Sell
-16
Closed -$7.65K – 395
2025
Q1 		$7.65K Buy
+16
New +$8.13K 0.01% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accredited Wealth Management's MLM Position: Q2 2025 in Review

Accredited Wealth Management sold out of Martin Marietta Materials (MLM) in Q2 2025, closing a stake of 16 shares — an estimated $7.65K sold.

Accredited Wealth Management first reported a position in MLM in Q1 2025 and held it in 1 quarter. The position peaked at $7.65K in Q1 2025. 997 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

  • Accredited Wealth Management reported no remaining Martin Marietta Materials position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 16 Martin Marietta Materials shares in Q2 2025, an estimated $7.65K.
  • Accredited Wealth Management first reported a position in Martin Marietta Materials in Q1 2025 and held it in 1 quarter.
  • Accredited Wealth Management's Martin Marietta Materials position peaked at $7.65K in Q1 2025.
  • 997 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.