BFS
MLM icon

Burkett Financial Services’s Martin Marietta Materials MLM Stock Holding History

Burkett Financial Services’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
Q3 		$50.9K Buy
106
+79
+293% +$42.3K 0.02% 154
2026
Q2 		$15.6K Buy
+27
New +$16K ﹤0.01% 161
2024
Q3 		– Sell
-23
Closed -$12.5K – 217
2024
Q2 		$12.5K Hold
23
– – 0.01% 129
2024
Q1 		$14.1K Buy
+23
New +$12.6K 0.01% 131

Other funds holding MLM

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's MLM Position: Q3 2026 in Review

Burkett Financial Services increased its Martin Marietta Materials (MLM) stake by 293% in Q3 2026, buying an estimated $42.3K and bringing the position to 106 shares worth $50.9K. The position accounts for 0.02% of the portfolio, ranked #154.

Burkett Financial Services first reported a position in MLM in Q1 2024 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • Burkett Financial Services held 106 shares of Martin Marietta Materials worth $50.9K as of Q3 2026.
  • Burkett Financial Services bought 79 Martin Marietta Materials shares in Q3 2026, an estimated $42.3K.
  • Martin Marietta Materials made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #154 holding.
  • Burkett Financial Services first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.