Carson Wealth (CWM LLC)’s Martin Marietta Materials MLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.61M Sell
4,428
-1,257
-22% -$802K 0.01% 1086
2025
Q4
$3.54M Sell
5,685
-620
-10% -$386K 0.01% 921
2025
Q3
$3.97M Buy
6,305
+2,575
+69% +$1.53M 0.01% 811
2025
Q2
$2.05M Buy
3,730
+578
+18% +$305K 0.01% 940
2025
Q1
$1.51M Buy
3,152
+1,250
+66% +$635K 0.01% 936
2024
Q4
$982K Buy
1,902
+153
+9% +$86.8K ﹤0.01% 1095
2024
Q3
$942K Buy
1,749
+114
+7% +$61.6K ﹤0.01% 1074
2024
Q2
$886K Sell
1,635
-50
-3% -$29.1K ﹤0.01% 955
2024
Q1
$1.03M Buy
1,685
+161
+11% +$87.9K 0.01% 840
2023
Q4
$760K Buy
1,524
+46
+3% +$20.7K ﹤0.01% 918
2023
Q3
$607K Buy
1,478
+31
+2% +$13.7K ﹤0.01% 920
2023
Q2
$668K Buy
1,447
+109
+8% +$43K ﹤0.01% 847
2023
Q1
$475K Buy
1,338
+417
+45% +$146K ﹤0.01% 905
2022
Q4
$311K Buy
921
+63
+7% +$21.5K ﹤0.01% 941
2022
Q3
$276K Buy
858
+152
+22% +$51.5K ﹤0.01% 934
2022
Q2
$211K Buy
706
+67
+10% +$22.9K ﹤0.01% 1029
2022
Q1
$246K Buy
639
+170
+36% +$65.9K ﹤0.01% 955
2021
Q4
$207K Buy
+469
New +$190K ﹤0.01% 1008
2021
Q2
$412K Hold
1,172
﹤0.01% 707
2021
Q1
$412K Hold
1,172
﹤0.01% 707
2020
Q4
$412K Hold
1,172
﹤0.01% 707
2020
Q3
$412K Hold
1,172
﹤0.01% 707
2020
Q2
$412K Hold
1,172
﹤0.01% 707
2020
Q1
$412K Hold
1,172
﹤0.01% 707
2019
Q4
$412K Hold
1,172
﹤0.01% 707
2019
Q3
$412K Hold
1,172
﹤0.01% 707
2019
Q2
$412K Hold
1,172
﹤0.01% 707
2019
Q1
$412K Buy
1,172
+1,041
+795% +$194K ﹤0.01% 707
2018
Q4
$23K Buy
131
+114
+671% +$20.2K ﹤0.01% 1095
2018
Q3
$3K Buy
17
+12
+240% +$2.48K ﹤0.01% 1467
2018
Q2
$1K Sell
5
-3
-38% -$640 ﹤0.01% 1554
2018
Q1
$2K Buy
8
+3
+60% +$650 ﹤0.01% 1187
2017
Q4
$1K Sell
5
-35
-88% -$7.33K ﹤0.01% 1376
2017
Q3
$8K Buy
40
+35
+700% +$7.4K ﹤0.01% 949
2017
Q2
$1K Hold
5
﹤0.01% 1112
2017
Q1
$1K Buy
+5
New +$1.1K ﹤0.01% 1077

Other funds holding MLM

Carson Wealth (CWM LLC)'s MLM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Martin Marietta Materials (MLM) stake by 22% in Q1 2026, selling an estimated $802K and leaving 4,428 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #1086.

Carson Wealth (CWM LLC) first reported a position in MLM in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.97M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,428 shares of Martin Marietta Materials worth $2.61M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,257 Martin Marietta Materials shares in Q1 2026, an estimated $802K.
  • Martin Marietta Materials made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1086 holding.
  • Carson Wealth (CWM LLC) first reported a position in Martin Marietta Materials in Q1 2017 and has held it in 36 quarters since.
  • Carson Wealth (CWM LLC)'s Martin Marietta Materials position peaked at $3.97M in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.