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Atria Wealth Solutions’s Martin Marietta Materials MLM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.18M Sell
2,148
-438
-17% -$231K 0.03% 583
2025
Q1 		$1.24M Sell
2,586
-1,143
-31% -$580K 0.01% 802
2024
Q4 		$1.93M Buy
3,729
+675
+22% +$383K 0.02% 656
2024
Q3 		$1.64M Sell
3,054
-436
-12% -$236K 0.02% 712
2024
Q2 		$1.89M Sell
3,490
-235
-6% -$137K 0.02% 640
2024
Q1 		$2.29M Buy
3,725
+80
+2% +$43.7K 0.03% 589
2023
Q4 		$1.82M Buy
3,645
+119
+3% +$53.6K 0.02% 635
2023
Q3 		$1.45M Sell
3,526
-124
-3% -$54.8K 0.02% 670
2023
Q2 		$1.69M Sell
3,650
-129
-3% -$50.9K 0.02% 625
2023
Q1 		$1.34M Buy
3,779
+307
+9% +$108K 0.02% 695
2022
Q4 		$1.17M Sell
3,472
-70
-2% -$23.9K 0.02% 680
2022
Q3 		$1.14M Buy
3,542
+179
+5% +$60.6K 0.02% 674
2022
Q2 		$1.01M Buy
3,363
+987
+42% +$337K 0.02% 691
2022
Q1 		$914K Buy
+2,376
New +$921K 0.02% 776

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's MLM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Martin Marietta Materials (MLM) stake by 17% in Q2 2025, selling an estimated $231K and leaving 2,148 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #583.

Atria Wealth Solutions first reported a position in MLM in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.29M in Q1 2024. 997 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

  • Atria Wealth Solutions held 2,148 shares of Martin Marietta Materials worth $1.18M as of Q2 2025.
  • Atria Wealth Solutions sold 438 Martin Marietta Materials shares in Q2 2025, an estimated $231K.
  • Martin Marietta Materials made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #583 holding.
  • Atria Wealth Solutions first reported a position in Martin Marietta Materials in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Martin Marietta Materials position peaked at $2.29M in Q1 2024.
  • 997 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.