Creative Planning
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Creative Planning’s Martin Marietta Materials MLM Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-100
Closed -$2K – 2131
2018
Q1 		$2K Buy
+100
New +$21.7K ﹤0.01% 1989

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 $3.38T AUM 44.17% 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

Creative Planning's MLM Position: Q2 2026 in Review

Creative Planning increased its Martin Marietta Materials (MLM) stake by 0.12% in Q2 2026, buying an estimated $16.6K and bringing the position to 24,053 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #672.

Creative Planning first reported a position in MLM in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.4M in Q3 2025. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Creative Planning held 24,053 shares of Martin Marietta Materials worth $13.9M as of Q2 2026.
  • Creative Planning bought 28 Martin Marietta Materials shares in Q2 2026, an estimated $16.6K.
  • Martin Marietta Materials made up 0.01% of Creative Planning's portfolio in Q2 2026, its #672 holding.
  • Creative Planning first reported a position in Martin Marietta Materials in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Martin Marietta Materials position peaked at $14.4M in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.