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Cassady Schiller Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$3.1K Buy
+6
New +$3.4K ﹤0.01% 501
2022
Q1 		– Sell
-3
Closed -$1K – 402
2021
Q4 		$1K Buy
+3
New +$1.22K ﹤0.01% 477

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassady Schiller Wealth Management's MLM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Martin Marietta Materials (MLM) in Q4 2024: 6 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MLM as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in MLM in Q4 2021 and has held it in 2 quarters since. 990 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of Martin Marietta Materials worth $3.1K as of Q4 2024.
  • Martin Marietta Materials was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Martin Marietta Materials made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #501 holding.
  • Cassady Schiller Wealth Management first reported a position in Martin Marietta Materials in Q4 2021 and has held it in 2 quarters since.
  • 990 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.