Cherry Tree Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Cherry Tree 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
2026 Q3	$480	Hold	1	–	–	﹤0.01%	557
2026 Q2	$577	Hold	1	–	–	﹤0.01%	566
2026 Q1	$589	Hold	1	–	–	﹤0.01%	559
2025 Q4	$623	Hold	1	–	–	﹤0.01%	565
2025 Q3	$631	Hold	1	–	–	﹤0.01%	561
2025 Q2	$549	Hold	1	–	–	﹤0.01%	580
2025 Q1	$479	Hold	1	–	–	﹤0.01%	727
2024 Q4	$517	Hold	1	–	–	﹤0.01%	610
2024 Q3	$539	Hold	1	–	–	﹤0.01%	585
2024 Q2	$542	Hold	1	–	–	﹤0.01%	571
2024 Q1	$614	Hold	1	–	–	﹤0.01%	566
2023 Q4	$499	Hold	1	–	–	﹤0.01%	568
2023 Q3	$411	Hold	1	–	–	﹤0.01%	563
2023 Q2	$462	Buy	+1	New	+$394	﹤0.01%	567

Other funds holding MLM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cherry Tree Wealth Management's MLM Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Martin Marietta Materials (MLM) position steady in Q3 2026 at 1 share worth $480. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Cherry Tree Wealth Management first reported a position in MLM in Q2 2023 and has held it in 14 quarters since. The position peaked at $631 in Q3 2025. 299 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Cherry Tree Wealth Management held 1 share of Martin Marietta Materials worth $480 as of Q3 2026.
Cherry Tree Wealth Management left its Martin Marietta Materials share count unchanged in Q3 2026.
Martin Marietta Materials made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #557 holding.
Cherry Tree Wealth Management first reported a position in Martin Marietta Materials in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Martin Marietta Materials position peaked at $631 in Q3 2025.
299 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.