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Alteri Wealth’s Martin Marietta Materials MLM Stock Holding History

Alteri Wealth’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 		$599K Buy
1,039
+159
+18% +$94.3K 0.17% 153
2026
Q1 		$518K Buy
880
+17
+2% +$10.8K 0.17% 155
2025
Q4 		$537K Buy
863
+134
+18% +$83.3K 0.17% 143
2025
Q3 		$460K Buy
729
+7
+1% +$4.17K 0.16% 155
2025
Q2 		$396K Buy
722
+132
+22% +$69.8K 0.15% 163
2025
Q1 		$282K Buy
590
+46
+8% +$23.4K 0.12% 191
2024
Q4 		$281K Buy
+544
New +$309K 0.08% 189

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Alteri Wealth's MLM Position: Q2 2026 in Review

Alteri Wealth increased its Martin Marietta Materials (MLM) stake by 18% in Q2 2026, buying an estimated $94.3K and bringing the position to 1,039 shares worth $599K. The position accounts for 0.17% of the portfolio, ranked #153.

Alteri Wealth first reported a position in MLM in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Alteri Wealth held 1,039 shares of Martin Marietta Materials worth $599K as of Q2 2026.
  • Alteri Wealth bought 159 Martin Marietta Materials shares in Q2 2026, an estimated $94.3K.
  • Martin Marietta Materials made up 0.17% of Alteri Wealth's portfolio in Q2 2026, its #153 holding.
  • Alteri Wealth first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 7 quarters since.
  • 360 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.