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 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

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 $187B AUM 18.48% 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

Cherry Tree Wealth Management's MLM Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 1 share worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Cherry Tree Wealth Management first reported a position in MLM in Q2 2023 and has held it in 12 quarters since. The position peaked at $631 in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Cherry Tree Wealth Management held 1 share of Martin Marietta Materials worth $589 as of Q1 2026.
Cherry Tree Wealth Management left its Martin Marietta Materials share count unchanged in Q1 2026.
Martin Marietta Materials made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #559 holding.
Cherry Tree Wealth Management first reported a position in Martin Marietta Materials in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Martin Marietta Materials position peaked at $631 in Q3 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.