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Cannell & Spears’s Martin Marietta Materials MLM Stock Holding History

Cannell & Spears’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 		$47.8M Buy
81,257
+28,549
+54% +$18.2M 0.94% 31
2025
Q4 		$32.8M Buy
52,708
+39,324
+294% +$24.5M 0.61% 42
2025
Q3 		$8.44M Sell
13,384
-9,529
-42% -$5.68M 0.16% 108
2025
Q2 		$12.6M Buy
22,913
+22,112
+2,761% +$11.7M 0.25% 90
2025
Q1 		$383K Sell
801
-170
-18% -$86.3K 0.01% 303
2024
Q4 		$502K Sell
971
-173
-15% -$98.2K 0.01% 286
2024
Q3 		$616K Buy
1,144
+100
+10% +$54.1K 0.01% 278
2024
Q2 		$566K Hold
1,044
– – 0.01% 261
2024
Q1 		$641K Buy
+1,044
New +$570K 0.01% 255
2013
Q4 		– Sell
-2,804
Closed -$275K – 127
2013
Q3 		$275K Buy
+2,804
New +$279K 0.04% 102

Other funds holding MLM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cannell & Spears's MLM Position: Q1 2026 in Review

Cannell & Spears increased its Martin Marietta Materials (MLM) stake by 54% in Q1 2026, buying an estimated $18.2M and bringing the position to 81,257 shares worth $47.8M. The position accounts for 0.94% of the portfolio, ranked #31.

Cannell & Spears first reported a position in MLM in Q3 2013 and has held it in 10 quarters since. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Cannell & Spears held 81,257 shares of Martin Marietta Materials worth $47.8M as of Q1 2026.
  • Cannell & Spears bought 28,549 Martin Marietta Materials shares in Q1 2026, an estimated $18.2M.
  • Martin Marietta Materials made up 0.94% of Cannell & Spears's portfolio in Q1 2026, its #31 holding.
  • Cannell & Spears first reported a position in Martin Marietta Materials in Q3 2013 and has held it in 10 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.