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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
Q2 		$479K Buy
830
+9
+1% +$5.34K 0.01% 507
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 $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

Crestwood Advisors Group's MLM Position: Q2 2026 in Review

Crestwood Advisors Group increased its Martin Marietta Materials (MLM) stake by 1.1% in Q2 2026, buying an estimated $5.34K and bringing the position to 830 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #507.

Crestwood Advisors Group first reported a position in MLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $483K in Q1 2026. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Crestwood Advisors Group held 830 shares of Martin Marietta Materials worth $479K as of Q2 2026.
  • Crestwood Advisors Group bought 9 Martin Marietta Materials shares in Q2 2026, an estimated $5.34K.
  • Martin Marietta Materials made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #507 holding.
  • Crestwood Advisors Group first reported a position in Martin Marietta Materials in Q3 2025 and has held it in 4 quarters since.
  • Crestwood Advisors Group's Martin Marietta Materials position peaked at $483K in Q1 2026.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.