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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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. 1,076 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.
  • 1,076 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.