CWS Financial Advisors’s Martin Marietta Materials MLM Stock Holding History

CWS Financial Advisors’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	$423K	Hold	719	–	–	0.11%	106
2025 Q4	$448K	Hold	719	–	–	0.12%	101
2025 Q3	$453K	Hold	719	–	–	0.13%	92
2025 Q2	$395K	Sell	719 -71	-9%	-$37.5K	0.11%	97
2025 Q1	$378K	Hold	790	–	–	0.12%	94
2024 Q4	$408K	Buy	790 +71	+10%	+$40.3K	0.13%	87
2024 Q3	$387K	Hold	719	–	–	0.14%	85
2024 Q2	$390K	Hold	719	–	–	0.15%	73
2024 Q1	$441K	Sell	719 -186	-21%	-$102K	0.18%	60
2023 Q4	$452K	Buy	905 +180	+25%	+$81.1K	0.17%	89
2023 Q3	$298K	Hold	725	–	–	0.12%	114
2023 Q2	$335K	Hold	725	–	–	0.13%	109
2023 Q1	$257K	Buy	725 +6	+0.8%	+$2.1K	0.1%	122
2022 Q4	$241K	Sell	719 -6	-0.8%	-$2.05K	0.1%	122
2022 Q3	$234K	Hold	725	–	–	0.11%	117
2022 Q2	$217K	Hold	725	–	–	0.1%	132
2022 Q1	$279K	Hold	725	–	–	0.11%	120
2021 Q4	$319K	Buy	+725	New	+$294K	0.11%	109
2021 Q2	$253K	Hold	719	–	–	0.1%	129
2021 Q1	$241K	Hold	719	–	–	0.1%	122
2020 Q4	$204K	Buy	+719	New	+$191K	0.12%	129

Other funds holding MLM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CWS Financial Advisors's MLM Position: Q1 2026 in Review

CWS Financial Advisors held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 719 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #106.

CWS Financial Advisors first reported a position in MLM in Q4 2020 and has held it in 21 quarters since. The position peaked at $453K in Q3 2025. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

CWS Financial Advisors held 719 shares of Martin Marietta Materials worth $423K as of Q1 2026.
CWS Financial Advisors left its Martin Marietta Materials share count unchanged in Q1 2026.
Martin Marietta Materials made up 0.11% of CWS Financial Advisors's portfolio in Q1 2026, its #106 holding.
CWS Financial Advisors first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 21 quarters since.
CWS Financial Advisors's Martin Marietta Materials position peaked at $453K in Q3 2025.
1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.