Curated Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

Curated Wealth Partners’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 Q3	$256K	Buy	+533	New	+$285K	0.02%	470
2026 Q2	–	Sell	-1,500	Closed	-$883K	–	256
2026 Q1	$883K	Sell	1,500 -321	-18%	-$205K	0.11%	75
2025 Q4	$1.13M	Buy	1,821 +251	+16%	+$156K	0.12%	61
2025 Q3	$990K	Buy	1,570 +175	+13%	+$104K	0.12%	63
2025 Q2	$766K	Buy	1,395 +82	+6%	+$43.3K	0.09%	72
2025 Q1	$628K	Buy	+1,313	New	+$667K	0.08%	78

Other funds holding MLM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Curated Wealth Partners's MLM Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in Martin Marietta Materials (MLM) in Q3 2026: 533 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in MLM as recently as Q1 2026.

Curated Wealth Partners first reported a position in MLM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 616 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Curated Wealth Partners held 533 shares of Martin Marietta Materials worth $256K as of Q3 2026.
Martin Marietta Materials was a new Curated Wealth Partners position in Q3 2026.
Martin Marietta Materials made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #470 holding.
Curated Wealth Partners first reported a position in Martin Marietta Materials in Q1 2025 and has held it in 6 quarters since.
Curated Wealth Partners's Martin Marietta Materials position peaked at $1.13M in Q4 2025.
616 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.