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Congress Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Congress 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
2025
Q2 		$31.2M Sell
56,797
-6,050
-10% -$3.2M 0.3% 75
2025
Q1 		$30.1M Buy
62,847
+1,026
+2% +$521K 0.36% 62
2024
Q4 		$31.9M Buy
61,821
+432
+0.7% +$245K 0.44% 50
2024
Q3 		$33M Buy
61,389
+2,522
+4% +$1.36M 0.44% 55
2024
Q2 		$31.9M Buy
58,867
+1,479
+3% +$860K 0.51% 41
2024
Q1 		$35.2M Sell
57,388
-310
-0.5% -$169K 0.61% 33
2023
Q4 		$28.8M Buy
57,698
+141
+0.2% +$63.6K 0.53% 41
2023
Q3 		$23.6M Buy
57,557
+1,134
+2% +$501K 0.49% 45
2023
Q2 		$26.1M Buy
56,423
+21,702
+63% +$8.56M 0.6% 35
2023
Q1 		$12.3M Buy
34,721
+1,033
+3% +$362K 0.3% 94
2022
Q4 		$11.4M Buy
33,688
+470
+1% +$160K 0.29% 97
2022
Q3 		$10.7M Buy
33,218
+747
+2% +$253K 0.29% 94
2022
Q2 		$9.72M Sell
32,471
-323
-1% -$110K 0.25% 119
2022
Q1 		$12.6M Sell
32,794
-378
-1% -$146K 0.28% 97
2021
Q4 		$14.6M Buy
+33,172
New +$13.4M 0.29% 91

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's MLM Position: Q2 2025 in Review

Congress Wealth Management reduced its Martin Marietta Materials (MLM) stake by 9.6% in Q2 2025, selling an estimated $3.2M and leaving 56,797 shares worth $31.2M. The position accounts for 0.3% of the portfolio, ranked #75.

Congress Wealth Management first reported a position in MLM in Q4 2021 and has held it in 15 quarters since. The position peaked at $35.2M in Q1 2024. 997 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

  • Congress Wealth Management held 56,797 shares of Martin Marietta Materials worth $31.2M as of Q2 2025.
  • Congress Wealth Management sold 6,050 Martin Marietta Materials shares in Q2 2025, an estimated $3.2M.
  • Martin Marietta Materials made up 0.3% of Congress Wealth Management's portfolio in Q2 2025, its #75 holding.
  • Congress Wealth Management first reported a position in Martin Marietta Materials in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Martin Marietta Materials position peaked at $35.2M in Q1 2024.
  • 997 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.