AJ Wealth Strategies’s Martin Marietta Materials MLM Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$386K	Buy	837 +17	+2%	+$6.7K	0.02%	209
2023 Q1	$291K	Hold	820	–	–	0.02%	232
2022 Q4	$277K	Hold	820	–	–	0.01%	247
2022 Q3	$264K	Sell	820 -2,400	-75%	-$813K	0.02%	252
2022 Q2	$964K	Hold	3,220	–	–	0.05%	129
2022 Q1	$1.24M	Hold	3,220	–	–	0.06%	125
2021 Q4	$1.42M	Hold	3,220	–	–	0.07%	116
2021 Q3	$1.1M	Hold	3,220	–	–	0.06%	119
2021 Q2	$1.13M	Hold	3,220	–	–	0.07%	116
2021 Q1	$1.08M	Hold	3,220	–	–	0.08%	110
2020 Q4	$914K	Hold	3,220	–	–	0.08%	109
2020 Q3	$758K	Hold	3,220	–	–	0.08%	108
2020 Q2	$665K	Hold	3,220	–	–	0.07%	108
2020 Q1	$609K	Buy	3,220 +2,385	+286%	+$570K	0.08%	81
2019 Q4	$233K	Hold	835	–	–	0.03%	108
2019 Q3	$229K	Buy	+835	New	+$206K	0.03%	101

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Wealth Strategies's MLM Position: Q2 2023 in Review

AJ Wealth Strategies increased its Martin Marietta Materials (MLM) stake by 2.1% in Q2 2023, buying an estimated $6.7K and bringing the position to 837 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #209.

AJ Wealth Strategies first reported a position in MLM in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.42M in Q4 2021. 803 funds tracked by Wall St. Rank hold MLM as of Q2 2023.

AJ Wealth Strategies held 837 shares of Martin Marietta Materials worth $386K as of Q2 2023.
AJ Wealth Strategies bought 17 Martin Marietta Materials shares in Q2 2023, an estimated $6.7K.
Martin Marietta Materials made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #209 holding.
AJ Wealth Strategies first reported a position in Martin Marietta Materials in Q3 2019 and has held it in 16 quarters since.
AJ Wealth Strategies's Martin Marietta Materials position peaked at $1.42M in Q4 2021.
803 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.