Defined Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Defined Wealth Management’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	$568K	Sell	965 -10	-1%	-$6.38K	0.33%	71
2025 Q4	$607K	Buy	975 +4	+0.4%	+$2.49K	0.35%	66
2025 Q3	$612K	Buy	971 +6	+0.6%	+$3.58K	0.36%	63
2025 Q2	$530K	Buy	965 +2	+0.2%	+$1.06K	0.33%	70
2025 Q1	$460K	Sell	963 -5	-0.5%	-$2.54K	0.31%	73
2024 Q4	$500K	Buy	968 +6	+0.6%	+$3.4K	0.33%	65
2024 Q3	$518K	Buy	962 +28	+3%	+$15.1K	0.34%	66
2024 Q2	$506K	Buy	934 +3	+0.3%	+$1.74K	0.35%	63
2024 Q1	$572K	Hold	931	–	–	0.41%	60
2023 Q4	$464K	Buy	931 +4	+0.4%	+$1.8K	0.36%	69
2023 Q3	$381K	Hold	927	–	–	0.32%	77
2023 Q2	$428K	Hold	927	–	–	0.36%	71
2023 Q1	$329K	Hold	927	–	–	0.31%	80
2022 Q4	$313K	Hold	927	–	–	0.29%	84
2022 Q3	$299K	Hold	927	–	–	0.33%	70
2022 Q2	$277K	Hold	927	–	–	0.28%	76
2022 Q1	$357K	Hold	927	–	–	0.31%	69
2021 Q4	$408K	Hold	927	–	–	0.33%	66
2021 Q3	$317K	Buy	927 +12	+1%	+$4.37K	0.28%	74
2021 Q2	$322K	Hold	915	–	–	0.29%	75
2021 Q1	$307K	Hold	915	–	–	0.29%	72
2020 Q4	$260K	Buy	+915	New	+$244K	0.26%	75

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

Defined Wealth Management's MLM Position: Q1 2026 in Review

Defined Wealth Management reduced its Martin Marietta Materials (MLM) stake by 1% in Q1 2026, selling an estimated $6.38K and leaving 965 shares worth $568K. The position accounts for 0.33% of the portfolio, ranked #71.

Defined Wealth Management first reported a position in MLM in Q4 2020 and has held it in 22 quarters since. The position peaked at $612K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Defined Wealth Management held 965 shares of Martin Marietta Materials worth $568K as of Q1 2026.
Defined Wealth Management sold 10 Martin Marietta Materials shares in Q1 2026, an estimated $6.38K.
Martin Marietta Materials made up 0.33% of Defined Wealth Management's portfolio in Q1 2026, its #71 holding.
Defined Wealth Management first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 22 quarters since.
Defined Wealth Management's Martin Marietta Materials position peaked at $612K in Q3 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.