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Crestwood Advisors Group’s Martin Marietta Materials MLM Stock Holding History

Crestwood Advisors Group’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 		$483K Buy
821
+395
+93% +$252K 0.01% 431
2025
Q4 		$265K Buy
426
+52
+14% +$32.3K ﹤0.01% 558
2025
Q3 		$236K Buy
+374
New +$223K ﹤0.01% 517

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

Crestwood Advisors Group's MLM Position: Q1 2026 in Review

Crestwood Advisors Group increased its Martin Marietta Materials (MLM) stake by 93% in Q1 2026, buying an estimated $252K and bringing the position to 821 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #431.

Crestwood Advisors Group first reported a position in MLM in Q3 2025 and has held it in 3 quarters since. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Crestwood Advisors Group held 821 shares of Martin Marietta Materials worth $483K as of Q1 2026.
  • Crestwood Advisors Group bought 395 Martin Marietta Materials shares in Q1 2026, an estimated $252K.
  • Martin Marietta Materials made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #431 holding.
  • Crestwood Advisors Group first reported a position in Martin Marietta Materials in Q3 2025 and has held it in 3 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.