APW
MLM icon

Aventura Private Wealth’s Martin Marietta Materials MLM Stock Holding History

Aventura Private 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 		$614K Buy
1,064
+31
+3% +$18.4K 0.19% 84
2026
Q1 		$608K Sell
1,033
-24
-2% -$15.3K 0.22% 78
2025
Q4 		$658K Sell
1,057
-136
-11% -$84.6K 0.24% 75
2025
Q3 		$752K Sell
1,193
-9
-0.7% -$5.36K 0.28% 65
2025
Q2 		$660K Sell
1,202
-67
-5% -$35.4K 0.29% 70
2025
Q1 		$607K Sell
1,269
-2
-0.2% -$1.02K 0.32% 69
2024
Q4 		$656K Buy
+1,271
New +$721K 0.35% 61

Other funds holding MLM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aventura Private Wealth's MLM Position: Q2 2026 in Review

Aventura Private Wealth increased its Martin Marietta Materials (MLM) stake by 3% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,064 shares worth $614K. The position accounts for 0.19% of the portfolio, ranked #84.

Aventura Private Wealth first reported a position in MLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $752K in Q3 2025. 485 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Aventura Private Wealth held 1,064 shares of Martin Marietta Materials worth $614K as of Q2 2026.
  • Aventura Private Wealth bought 31 Martin Marietta Materials shares in Q2 2026, an estimated $18.4K.
  • Martin Marietta Materials made up 0.19% of Aventura Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Aventura Private Wealth first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Martin Marietta Materials position peaked at $752K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.