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Carolinas Wealth Consulting’s Martin Marietta Materials MLM Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-44
Closed -$20.8K – 579
2025
Q1 		$20.8K Sell
44
-115
-72% -$58.4K ﹤0.01% 452
2024
Q4 		$81.8K Buy
159
+8
+5% +$4.54K 0.02% 283
2024
Q3 		$80.8K Buy
151
+6
+4% +$3.24K 0.01% 295
2024
Q2 		$78.1K Sell
145
-7
-5% -$4.07K 0.02% 299
2024
Q1 		$93.3K Buy
152
+126
+485% +$68.8K 0.02% 268
2023
Q4 		$13K Hold
26
– – ﹤0.01% 505
2023
Q3 		$10.6K Sell
26
-4
-13% -$1.77K ﹤0.01% 509
2023
Q2 		$14K Sell
30
-19
-39% -$7.49K ﹤0.01% 544
2023
Q1 		$17.4K Hold
49
– – ﹤0.01% 515
2022
Q4 		$16.6K Buy
49
+11
+29% +$3.75K ﹤0.01% 532
2022
Q3 		$12K Hold
38
– – ﹤0.01% 538
2022
Q2 		$11K Buy
38
+35
+1,167% +$11.9K ﹤0.01% 556
2022
Q1 		$1K Hold
3
– – ﹤0.01% 868
2021
Q4 		$1K Hold
3
– – ﹤0.01% 915
2021
Q3 		$1K Hold
3
– – ﹤0.01% 889
2021
Q2 		$1K Hold
3
– – ﹤0.01% 898
2021
Q1 		$1K Hold
3
– – ﹤0.01% 894
2020
Q4 		$1K Hold
3
– – ﹤0.01% 822
2020
Q3 		$1K Hold
3
– – ﹤0.01% 852
2020
Q2 		$1K Buy
+3
New +$577 ﹤0.01% 591

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's MLM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Martin Marietta Materials (MLM) in Q2 2025, closing a stake of 44 shares — an estimated $20.8K sold.

Carolinas Wealth Consulting first reported a position in MLM in Q2 2020 and held it in 20 quarters. The position peaked at $93.3K in Q1 2024. 998 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Martin Marietta Materials position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 44 Martin Marietta Materials shares in Q2 2025, an estimated $20.8K.
  • Carolinas Wealth Consulting first reported a position in Martin Marietta Materials in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Martin Marietta Materials position peaked at $93.3K in Q1 2024.
  • 998 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.