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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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. 1,076 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.
1,076 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.