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 $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

Creative Planning's MLM Position: Q1 2026 in Review

Creative Planning increased its Martin Marietta Materials (MLM) stake by 3.8% in Q1 2026, buying an estimated $567K and bringing the position to 24,025 shares worth $14.1M. The position accounts for 0.01% of the portfolio, ranked #551.

Creative Planning first reported a position in MLM in Q2 2013 and has held it in 51 quarters since. The position peaked at $14.4M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Creative Planning held 24,025 shares of Martin Marietta Materials worth $14.1M as of Q1 2026.
  • Creative Planning bought 889 Martin Marietta Materials shares in Q1 2026, an estimated $567K.
  • Martin Marietta Materials made up 0.01% of Creative Planning's portfolio in Q1 2026, its #551 holding.
  • Creative Planning first reported a position in Martin Marietta Materials in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Martin Marietta Materials position peaked at $14.4M in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.