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Cypress Wealth Services’s Martin Marietta Materials MLM Stock Holding History

Cypress Wealth Services’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 		$309K Sell
536
-1
-0.2% -$593 0.04% 333
2026
Q1 		$316K Buy
537
+1
+0.2% +$638 0.04% 294
2025
Q4 		$334K Buy
536
+119
+29% +$74K 0.05% 272
2025
Q3 		$263K Hold
417
– – 0.04% 277
2025
Q2 		$229K Buy
+417
New +$220K 0.04% 279
2025
Q1 		– Sell
-414
Closed -$214K – 291
2024
Q4 		$214K Buy
414
+3
+0.7% +$1.7K 0.04% 257
2024
Q3 		$221K Buy
411
+5
+1% +$2.7K 0.05% 246
2024
Q2 		$220K Buy
406
+8
+2% +$4.65K 0.05% 235
2024
Q1 		$244K Buy
+398
New +$217K 0.06% 221

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Cypress Wealth Services's MLM Position: Q2 2026 in Review

Cypress Wealth Services reduced its Martin Marietta Materials (MLM) stake by 0.19% in Q2 2026, selling an estimated $593 and leaving 536 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #333.

Cypress Wealth Services first reported a position in MLM in Q1 2024 and has held it in 9 quarters since. The position peaked at $334K in Q4 2025. 334 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Cypress Wealth Services held 536 shares of Martin Marietta Materials worth $309K as of Q2 2026.
  • Cypress Wealth Services sold 1 Martin Marietta Materials share in Q2 2026, an estimated $593.
  • Martin Marietta Materials made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #333 holding.
  • Cypress Wealth Services first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 9 quarters since.
  • Cypress Wealth Services's Martin Marietta Materials position peaked at $334K in Q4 2025.
  • 334 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.