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

Ameliora 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
Q2 		– Sell
-66
Closed -$38.9K – 239
2026
Q1 		$38.9K Hold
66
– – 0.01% 155
2025
Q4 		$41.1K Hold
66
– – 0.01% 155
2025
Q3 		$41.6K Buy
+66
New +$39.3K 0.01% 152

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
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Ameliora Wealth Management's MLM Position: Q2 2026 in Review

Ameliora Wealth Management sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 66 shares — an estimated $38.9K sold.

Ameliora Wealth Management first reported a position in MLM in Q3 2025 and held it in 3 quarters. The position peaked at $41.6K in Q3 2025. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Ameliora Wealth Management reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • Ameliora Wealth Management sold 66 Martin Marietta Materials shares in Q2 2026, an estimated $38.9K.
  • Ameliora Wealth Management first reported a position in Martin Marietta Materials in Q3 2025 and held it in 3 quarters.
  • Ameliora Wealth Management's Martin Marietta Materials position peaked at $41.6K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.