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Concord Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

Concord Wealth Partners’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 		$57.7K Buy
+100
New +$59.3K 0.01% 350
2026
Q1 		– Sell
-100
Closed -$62.3K – 566
2025
Q4 		$62.3K Hold
100
– – 0.01% 303
2025
Q3 		$63K Sell
100
-68
-40% -$40.5K 0.01% 307
2025
Q2 		$92.2K Buy
168
+68
+68% +$35.9K 0.01% 275
2025
Q1 		$47.8K Sell
100
-3
-3% -$1.52K 0.01% 323
2024
Q4 		$53.2K Hold
103
– – 0.01% 322
2024
Q3 		$55.4K Buy
103
+3
+3% +$1.62K 0.01% 323
2024
Q2 		$54.2K Hold
100
– – 0.01% 301
2024
Q1 		$61.4K Hold
100
– – 0.01% 323
2023
Q4 		$49.9K Hold
100
– – 0.01% 358
2023
Q3 		$41K Hold
100
– – 0.01% 406
2023
Q2 		$46.2K Hold
100
– – 0.01% 375
2023
Q1 		$35.5K Hold
100
– – 0.01% 397
2022
Q4 		$33.8K Buy
+100
New +$34.1K 0.01% 444
2022
Q3 		– Sell
-100
Closed -$30K – 735
2022
Q2 		$30K Hold
100
– – 0.01% 453
2022
Q1 		$38K Hold
100
– – 0.01% 480
2021
Q4 		$44K Buy
+100
New +$40.5K 0.01% 472
2021
Q3 		– Sell
-100
Closed -$35K – 982
2021
Q2 		$35K Hold
100
– – 0.01% 402
2021
Q1 		$34K Hold
100
– – 0.01% 395
2020
Q4 		$28K Buy
+100
New +$26.6K 0.02% 272

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's MLM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Martin Marietta Materials (MLM) in Q2 2026: 100 shares worth $57.7K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MLM as recently as Q4 2025.

Concord Wealth Partners first reported a position in MLM in Q4 2020 and has held it in 20 quarters since. The position peaked at $92.2K in Q2 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Concord Wealth Partners held 100 shares of Martin Marietta Materials worth $57.7K as of Q2 2026.
  • Martin Marietta Materials was a new Concord Wealth Partners position in Q2 2026.
  • Martin Marietta Materials made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #350 holding.
  • Concord Wealth Partners first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 20 quarters since.
  • Concord Wealth Partners's Martin Marietta Materials position peaked at $92.2K in Q2 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.