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

Consultiva 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
2026
Q1 		$76.5K Hold
130
– – 0.22% 71
2025
Q4 		$80.9K Hold
130
– – 0.23% 65
2025
Q3 		$81.9K Hold
130
– – 0.23% 73
2025
Q2 		$71.4K Hold
130
– – 0.22% 78
2025
Q1 		$62.2K Hold
130
– – 0.21% 80
2024
Q4 		$67.1K Buy
+130
New +$73.8K 0.34% 48

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

Consultiva Wealth Management's MLM Position: Q1 2026 in Review

Consultiva Wealth Management held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 130 shares worth $76.5K. The position accounts for 0.22% of the portfolio, ranked #71.

Consultiva Wealth Management first reported a position in MLM in Q4 2024 and has held it in 6 quarters since. The position peaked at $81.9K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Consultiva Wealth Management held 130 shares of Martin Marietta Materials worth $76.5K as of Q1 2026.
  • Consultiva Wealth Management left its Martin Marietta Materials share count unchanged in Q1 2026.
  • Martin Marietta Materials made up 0.22% of Consultiva Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Consultiva Wealth Management first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Martin Marietta Materials position peaked at $81.9K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.