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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
Q2 		$30.1M Sell
52,150
-29,107
-36% -$17.3M 0.53% 53
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 $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

Cannell & Spears's MLM Position: Q2 2026 in Review

Cannell & Spears reduced its Martin Marietta Materials (MLM) stake by 36% in Q2 2026, selling an estimated $17.3M and leaving 52,150 shares worth $30.1M. The position accounts for 0.53% of the portfolio, ranked #53.

Cannell & Spears first reported a position in MLM in Q3 2013 and has held it in 11 quarters since. The position peaked at $47.8M in Q1 2026. 1,073 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Cannell & Spears held 52,150 shares of Martin Marietta Materials worth $30.1M as of Q2 2026.
  • Cannell & Spears sold 29,107 Martin Marietta Materials shares in Q2 2026, an estimated $17.3M.
  • Martin Marietta Materials made up 0.53% of Cannell & Spears's portfolio in Q2 2026, its #53 holding.
  • Cannell & Spears first reported a position in Martin Marietta Materials in Q3 2013 and has held it in 11 quarters since.
  • Cannell & Spears's Martin Marietta Materials position peaked at $47.8M in Q1 2026.
  • 1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.