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Baker Tilly Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Baker Tilly 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 		$555K Sell
962
-43
-4% -$25.5K 0.12% 153
2026
Q1 		$592K Buy
1,005
+3
+0.3% +$1.92K 0.14% 141
2025
Q4 		$624K Buy
1,002
+24
+2% +$14.9K 0.15% 137
2025
Q3 		$616K Buy
978
+74
+8% +$44.1K 0.14% 132
2025
Q2 		$496K Buy
904
+34
+4% +$18K 0.18% 124
2025
Q1 		$416K Buy
870
+11
+1% +$5.59K 0.16% 137
2024
Q4 		$444K Buy
859
+146
+20% +$82.8K 0.17% 131
2024
Q3 		$384K Buy
713
+323
+83% +$175K 0.17% 141
2024
Q2 		$211K Sell
390
-267
-41% -$155K 0.09% 263
2024
Q1 		$403K Sell
657
-9
-1% -$4.91K 0.07% 297
2023
Q4 		$332K Sell
666
-107
-14% -$48.2K 0.05% 371
2023
Q3 		$317K Sell
773
-1,696
-69% -$750K 0.05% 357
2023
Q2 		$1.14M Sell
2,469
-152
-6% -$59.9K 0.12% 185
2023
Q1 		$931K Sell
2,621
-90
-3% -$31.6K 0.1% 210
2022
Q4 		$916K Buy
2,711
+389
+17% +$133K 0.11% 201
2022
Q3 		$748K Sell
2,322
-114
-5% -$38.6K 0.1% 216
2022
Q2 		$729K Buy
2,436
+39
+2% +$13.3K 0.1% 225
2022
Q1 		$923K Buy
2,397
+200
+9% +$77.5K 0.1% 210
2021
Q4 		$968K Buy
2,197
+85
+4% +$34.5K 0.1% 211
2021
Q3 		$722K Buy
2,112
+73
+4% +$26.6K 0.1% 233
2021
Q2 		$717K Sell
2,039
-65
-3% -$23.2K 0.12% 197
2021
Q1 		$707K Buy
+2,104
New +$672K 0.14% 182

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
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
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Baker Tilly Wealth Management's MLM Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Martin Marietta Materials (MLM) stake by 4.3% in Q2 2026, selling an estimated $25.5K and leaving 962 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #153.

Baker Tilly Wealth Management first reported a position in MLM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.14M in Q2 2023. 352 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Baker Tilly Wealth Management held 962 shares of Martin Marietta Materials worth $555K as of Q2 2026.
  • Baker Tilly Wealth Management sold 43 Martin Marietta Materials shares in Q2 2026, an estimated $25.5K.
  • Martin Marietta Materials made up 0.12% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Baker Tilly Wealth Management first reported a position in Martin Marietta Materials in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Martin Marietta Materials position peaked at $1.14M in Q2 2023.
  • 352 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.