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CM Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

CM Wealth Advisors’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
Q2 		$321K Sell
557
-38
-6% -$22.5K 0.06% 137
2026
Q1 		$350K Hold
595
– – 0.07% 101
2025
Q4 		$370K Buy
+595
New +$370K 0.08% 98
2023
Q2 		– Sell
-2,082
Closed -$717K – 321
2023
Q1 		$717K Buy
+2,082
New +$730K 0.14% 205

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CM Wealth Advisors's MLM Position: Q2 2026 in Review

CM Wealth Advisors reduced its Martin Marietta Materials (MLM) stake by 6.4% in Q2 2026, selling an estimated $22.5K and leaving 557 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #137.

CM Wealth Advisors first reported a position in MLM in Q1 2023 and has held it in 4 quarters since. The position peaked at $717K in Q1 2023. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • CM Wealth Advisors held 557 shares of Martin Marietta Materials worth $321K as of Q2 2026.
  • CM Wealth Advisors sold 38 Martin Marietta Materials shares in Q2 2026, an estimated $22.5K.
  • Martin Marietta Materials made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • CM Wealth Advisors first reported a position in Martin Marietta Materials in Q1 2023 and has held it in 4 quarters since.
  • CM Wealth Advisors's Martin Marietta Materials position peaked at $717K in Q1 2023.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.