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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burkett Financial Services's MLM Position: Q2 2026 in Review

Burkett Financial Services opened a new position in Martin Marietta Materials (MLM) in Q2 2026: 27 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #161 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in MLM as recently as Q2 2024.

Burkett Financial Services first reported a position in MLM in Q1 2024 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Burkett Financial Services held 27 shares of Martin Marietta Materials worth $15.6K as of Q2 2026.
  • Martin Marietta Materials was a new Burkett Financial Services position in Q2 2026.
  • Martin Marietta Materials made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #161 holding.
  • Burkett Financial Services first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.