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

Avior 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 		$578K Sell
1,002
-41
-4% -$24.3K 0.02% 476
2026
Q1 		$614K Buy
1,043
+299
+40% +$191K 0.02% 476
2025
Q4 		$463K Sell
744
-101
-12% -$62.8K 0.01% 480
2025
Q3 		$533K Buy
845
+105
+14% +$62.6K 0.02% 425
2025
Q2 		$406K Buy
740
+393
+113% +$208K 0.01% 490
2025
Q1 		$166K Hold
347
– – 0.01% 676
2024
Q4 		$179K Buy
347
+1
+0.3% +$567 0.01% 730
2024
Q3 		$186K Sell
346
-1
-0.3% -$541 0.01% 713
2024
Q2 		$188K Sell
347
-35
-9% -$20.3K 0.01% 683
2024
Q1 		$235K Buy
382
+118
+45% +$64.4K 0.01% 662
2023
Q4 		$132K Buy
264
+212
+408% +$95.6K 0.01% 576
2023
Q3 		$21.3K Hold
52
– – ﹤0.01% 930
2023
Q2 		$24K Hold
52
– – ﹤0.01% 906
2023
Q1 		$18.5K Hold
52
– – ﹤0.01% 959
2022
Q4 		$17.6K Sell
52
-25
-32% -$8.53K ﹤0.01% 772
2022
Q3 		$24K Buy
77
+25
+48% +$8.46K ﹤0.01% 715
2022
Q2 		$15K Hold
52
– – ﹤0.01% 713
2022
Q1 		$20K Hold
52
– – ﹤0.01% 711
2021
Q4 		$22K Hold
52
– – ﹤0.01% 687
2021
Q3 		$17K Buy
52
+1
+2% +$364 ﹤0.01% 703
2021
Q2 		$17K Hold
51
– – ﹤0.01% 667
2021
Q1 		$17K Sell
51
-565
-92% -$180K ﹤0.01% 671
2020
Q4 		$174K Sell
616
-271
-31% -$72.2K 0.02% 390
2020
Q3 		$207K Sell
887
-194
-18% -$42K 0.03% 368
2020
Q2 		$222K Sell
1,081
-129
-11% -$24.8K 0.03% 369
2020
Q1 		$228K Buy
1,210
+1,160
+2,320% +$277K 0.04% 319
2019
Q4 		$13K Hold
50
– – ﹤0.01% 577
2019
Q3 		$13K Hold
50
– – ﹤0.01% 566
2019
Q2 		$12K Hold
50
– – ﹤0.01% 578
2019
Q1 		$10K Hold
50
– – ﹤0.01% 528
2018
Q4 		$8K Hold
50
– – ﹤0.01% 586
2018
Q3 		$9K Hold
50
– – ﹤0.01% 589
2018
Q2 		$11K Hold
50
– – ﹤0.01% 579
2018
Q1 		$10K Hold
50
– – ﹤0.01% 579
2017
Q4 		$11K Hold
50
– – ﹤0.01% 587
2017
Q3 		$10K Hold
50
– – ﹤0.01% 334
2017
Q2 		$11K Hold
50
– – ﹤0.01% 303
2017
Q1 		$11K Buy
+50
New +$11K ﹤0.01% 340

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

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

Avior Wealth Management reduced its Martin Marietta Materials (MLM) stake by 3.9% in Q2 2026, selling an estimated $24.3K and leaving 1,002 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #476.

Avior Wealth Management first reported a position in MLM in Q1 2017 and has held it in 38 quarters since. The position peaked at $614K in Q1 2026. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Avior Wealth Management held 1,002 shares of Martin Marietta Materials worth $578K as of Q2 2026.
  • Avior Wealth Management sold 41 Martin Marietta Materials shares in Q2 2026, an estimated $24.3K.
  • Martin Marietta Materials made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #476 holding.
  • Avior Wealth Management first reported a position in Martin Marietta Materials in Q1 2017 and has held it in 38 quarters since.
  • Avior Wealth Management's Martin Marietta Materials position peaked at $614K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.