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Concurrent Investment Advisors’s Martin Marietta Materials MLM Stock Holding History

Concurrent Investment 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 		$647K Buy
1,122
+247
+28% +$146K 0.01% 1256
2026
Q1 		$515K Sell
875
-457
-34% -$292K 0.01% 1202
2025
Q4 		$830K Buy
1,332
+353
+36% +$220K 0.01% 919
2025
Q3 		$617K Sell
979
-1
-0.1% -$596 0.01% 830
2025
Q2 		$538K Buy
+980
New +$518K 0.01% 824

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

Concurrent Investment Advisors's MLM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Martin Marietta Materials (MLM) stake by 28% in Q2 2026, buying an estimated $146K and bringing the position to 1,122 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #1256.

Concurrent Investment Advisors first reported a position in MLM in Q2 2025 and has held it in 5 quarters since. The position peaked at $830K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Concurrent Investment Advisors held 1,122 shares of Martin Marietta Materials worth $647K as of Q2 2026.
  • Concurrent Investment Advisors bought 247 Martin Marietta Materials shares in Q2 2026, an estimated $146K.
  • Martin Marietta Materials made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1256 holding.
  • Concurrent Investment Advisors first reported a position in Martin Marietta Materials in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Martin Marietta Materials position peaked at $830K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.