CWA
MLM icon

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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CM Wealth Advisors's MLM Position: Q1 2026 in Review

CM Wealth Advisors held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 595 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #101.

CM Wealth Advisors first reported a position in MLM in Q1 2023 and has held it in 3 quarters since. The position peaked at $717K in Q1 2023. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • CM Wealth Advisors held 595 shares of Martin Marietta Materials worth $350K as of Q1 2026.
  • CM Wealth Advisors left its Martin Marietta Materials share count unchanged in Q1 2026.
  • Martin Marietta Materials made up 0.07% of CM Wealth Advisors's portfolio in Q1 2026, its #101 holding.
  • CM Wealth Advisors first reported a position in Martin Marietta Materials in Q1 2023 and has held it in 3 quarters since.
  • CM Wealth Advisors's Martin Marietta Materials position peaked at $717K in Q1 2023.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.