Carolina Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Carolina Wealth Advisors’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
2025 Q3	–	Sell	-6	Closed	-$3.29K	–	273
2025 Q2	$3.29K	Hold	6	–	–	﹤0.01%	205
2025 Q1	$2.87K	Hold	6	–	–	﹤0.01%	219
2024 Q4	$3.1K	Sell	6 -20	-77%	-$11.3K	﹤0.01%	226
2024 Q3	$14K	Buy	26 +6	+30%	+$3.24K	0.01%	155
2024 Q2	$10.8K	Hold	20	–	–	0.01%	134
2024 Q1	$12.3K	Hold	20	–	–	0.01%	137
2023 Q4	$9.98K	Hold	20	–	–	0.01%	158
2023 Q3	$8.21K	Hold	20	–	–	﹤0.01%	172
2023 Q2	$9.23K	Hold	20	–	–	0.01%	158
2023 Q1	$7.1K	Hold	20	–	–	﹤0.01%	161
2022 Q4	$7K	Hold	20	–	–	﹤0.01%	159
2022 Q3	$6K	Hold	20	–	–	﹤0.01%	164
2022 Q2	$6K	Hold	20	–	–	﹤0.01%	190
2022 Q1	$8K	Hold	20	–	–	0.01%	190
2021 Q4	$9K	Hold	20	–	–	0.01%	191
2021 Q3	$7K	Hold	20	–	–	﹤0.01%	195
2021 Q2	$7K	Buy	+20	New	+$7.13K	﹤0.01%	208

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolina Wealth Advisors's MLM Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q3 2025, closing a stake of 6 shares — an estimated $3.29K sold.

Carolina Wealth Advisors first reported a position in MLM in Q2 2021 and held it in 17 quarters. The position peaked at $14K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold MLM as of Q3 2025.

Carolina Wealth Advisors reported no remaining Martin Marietta Materials position as of Q3 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 6 Martin Marietta Materials shares in Q3 2025, an estimated $3.29K.
Carolina Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2021 and held it in 17 quarters.
Carolina Wealth Advisors's Martin Marietta Materials position peaked at $14K in Q3 2024.
1,053 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.