Axxcess Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Axxcess 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 Q1	–	Sell	-1,970	Closed	-$1.23M	–	759
2025 Q4	$1.23M	Buy	1,970 +896	+83%	+$557K	0.02%	474
2025 Q3	$677K	Sell	1,074 -332	-24%	-$198K	0.01%	544
2025 Q2	$772K	Buy	1,406 +806	+134%	+$426K	0.02%	492
2025 Q1	$287K	Sell	600 -164	-21%	-$83.3K	0.01%	700
2024 Q4	$395K	Hold	764	–	–	0.01%	602
2024 Q3	$411K	Sell	764 -400	-34%	-$216K	0.01%	599
2024 Q2	$631K	Hold	1,164	–	–	0.02%	476
2024 Q1	$715K	Hold	1,164	–	–	0.02%	450
2023 Q4	$581K	Buy	+1,164	New	+$525K	0.02%	476
2022 Q2	–	Sell	-650	Closed	-$250K	–	608
2022 Q1	$250K	Hold	650	–	–	0.02%	526
2021 Q4	$286K	Buy	+650	New	+$263K	0.02%	483

Other funds holding MLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Axxcess Wealth Management's MLM Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 1,970 shares — an estimated $1.23M sold.

Axxcess Wealth Management first reported a position in MLM in Q4 2021 and held it in 11 quarters. The position peaked at $1.23M in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Axxcess Wealth Management reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,970 Martin Marietta Materials shares in Q1 2026, an estimated $1.23M.
Axxcess Wealth Management first reported a position in Martin Marietta Materials in Q4 2021 and held it in 11 quarters.
Axxcess Wealth Management's Martin Marietta Materials position peaked at $1.23M in Q4 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.