Charter Research & Investment Group’s Martin Marietta Materials MLM Stock Holding History

Charter Research & Investment Group’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 Q1	$235K	Hold	400	–	–	0.16%	80
2025 Q4	$249K	Hold	400	–	–	0.17%	72
2025 Q3	$252K	Hold	400	–	–	0.17%	74
2025 Q2	$220K	Buy	+400	New	+$211K	0.16%	79
2025 Q1	–	Sell	-400	Closed	-$207K	–	82
2024 Q4	$207K	Hold	400	–	–	0.16%	79
2024 Q3	$215K	Hold	400	–	–	0.16%	80
2024 Q2	$217K	Hold	400	–	–	0.17%	76
2024 Q1	$246K	Buy	+400	New	+$218K	0.19%	74

Other funds holding MLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charter Research & Investment Group's MLM Position: Q1 2026 in Review

Charter Research & Investment Group held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 400 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #80.

Charter Research & Investment Group first reported a position in MLM in Q1 2024 and has held it in 8 quarters since. The position peaked at $252K in Q3 2025. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Charter Research & Investment Group held 400 shares of Martin Marietta Materials worth $235K as of Q1 2026.
Charter Research & Investment Group left its Martin Marietta Materials share count unchanged in Q1 2026.
Martin Marietta Materials made up 0.16% of Charter Research & Investment Group's portfolio in Q1 2026, its #80 holding.
Charter Research & Investment Group first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 8 quarters since.
Charter Research & Investment Group's Martin Marietta Materials position peaked at $252K in Q3 2025.
1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.