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Asset Planning Inc’s Martin Marietta Materials MLM Stock Holding History

Asset Planning Inc’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 		$5.19K Hold
9
– – ﹤0.01% 276
2026
Q1 		$5.3K Hold
9
– – ﹤0.01% 256
2025
Q4 		$5.6K Hold
9
– – ﹤0.01% 252
2025
Q3 		$5.67K Hold
9
– – ﹤0.01% 253
2025
Q2 		$4.94K Hold
9
– – ﹤0.01% 247
2025
Q1 		$4.3K Hold
9
– – ﹤0.01% 265
2024
Q4 		$4.65K Buy
+9
New +$5.11K ﹤0.01% 267

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Asset Planning Inc's MLM Position: Q2 2026 in Review

Asset Planning Inc held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 9 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Asset Planning Inc first reported a position in MLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.67K in Q3 2025. 1,073 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Asset Planning Inc held 9 shares of Martin Marietta Materials worth $5.19K as of Q2 2026.
  • Asset Planning Inc left its Martin Marietta Materials share count unchanged in Q2 2026.
  • Martin Marietta Materials made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #276 holding.
  • Asset Planning Inc first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Martin Marietta Materials position peaked at $5.67K in Q3 2025.
  • 1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.