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

Dogwood 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
Q2 		$4.04K Sell
7
-3
-30% -$1.78K ﹤0.01% 544
2026
Q1 		$5.89K Buy
10
+2
+25% +$1.28K ﹤0.01% 439
2025
Q4 		$4.98K Buy
8
+4
+100% +$2.49K ﹤0.01% 419
2025
Q3 		$2.52K Hold
4
– – ﹤0.01% 500
2025
Q2 		$2.24K Hold
4
– – ﹤0.01% 553
2025
Q1 		$1.91K Buy
+4
New +$2.03K ﹤0.01% 348
2024
Q3 		– Hold
0
– – – 363
2024
Q2 		– Hold
0
– – – 397
2024
Q1 		– Hold
0
– – – 393
2023
Q4 		– Hold
0
– – – 394

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
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
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Dogwood Wealth Management's MLM Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Martin Marietta Materials (MLM) stake by 30% in Q2 2026, selling an estimated $1.78K and leaving 7 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Dogwood Wealth Management first reported a position in MLM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.89K in Q1 2026. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Dogwood Wealth Management held 7 shares of Martin Marietta Materials worth $4.04K as of Q2 2026.
  • Dogwood Wealth Management sold 3 Martin Marietta Materials shares in Q2 2026, an estimated $1.78K.
  • Martin Marietta Materials made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #544 holding.
  • Dogwood Wealth Management first reported a position in Martin Marietta Materials in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Martin Marietta Materials position peaked at $5.89K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.