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Advisor OS’s Martin Marietta Materials MLM Stock Holding History

Advisor OS’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
Q2 		$359K Sell
622
-22
-3% -$13K 0.02% 404
2026
Q1 		$379K Buy
644
+28
+5% +$17.9K 0.03% 368
2025
Q4 		$384K Buy
616
+42
+7% +$26.1K 0.03% 336
2025
Q3 		$362K Buy
+574
New +$342K 0.03% 333
2024
Q4 		– Sell
-2,811
Closed -$1.51M – 436
2024
Q3 		$1.51M Buy
+2,811
New +$1.52M 0.15% 111

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Advisor OS's MLM Position: Q2 2026 in Review

Advisor OS reduced its Martin Marietta Materials (MLM) stake by 3.4% in Q2 2026, selling an estimated $13K and leaving 622 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #404.

Advisor OS first reported a position in MLM in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.51M in Q3 2024. 674 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Advisor OS held 622 shares of Martin Marietta Materials worth $359K as of Q2 2026.
  • Advisor OS sold 22 Martin Marietta Materials shares in Q2 2026, an estimated $13K.
  • Martin Marietta Materials made up 0.02% of Advisor OS's portfolio in Q2 2026, its #404 holding.
  • Advisor OS first reported a position in Martin Marietta Materials in Q3 2024 and has held it in 5 quarters since.
  • Advisor OS's Martin Marietta Materials position peaked at $1.51M in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.