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Elevation Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

Elevation Wealth Partners’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 		– Sell
-115
Closed -$67.7K – 1340
2026
Q1 		$67.7K Buy
115
+2
+2% +$1.28K 0.02% 203
2025
Q4 		$70.4K Hold
113
– – 0.02% 197
2025
Q3 		$71.2K Buy
113
+3
+3% +$1.79K 0.03% 205
2025
Q2 		$60.4K Hold
110
– – 0.02% 214
2025
Q1 		$52.6K Hold
110
– – 0.02% 221
2024
Q4 		$56.8K Hold
110
– – 0.02% 215
2024
Q3 		$59.2K Hold
110
– – 0.03% 208
2024
Q2 		$59.6K Hold
110
– – 0.03% 202
2024
Q1 		$67.5K Hold
110
– – 0.03% 195
2023
Q4 		$45.2K Hold
110
– – 0.03% 218
2023
Q3 		$45.2K Hold
110
– – 0.04% 159
2023
Q2 		$50.8K Hold
110
– – 0.04% 154
2023
Q1 		$39.1K Buy
+110
New +$38.6K 0.04% 180

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Elevation Wealth Partners's MLM Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 115 shares — an estimated $67.7K sold.

Elevation Wealth Partners first reported a position in MLM in Q1 2023 and held it in 13 quarters. The position peaked at $71.2K in Q3 2025. 357 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 115 Martin Marietta Materials shares in Q2 2026, an estimated $67.7K.
  • Elevation Wealth Partners first reported a position in Martin Marietta Materials in Q1 2023 and held it in 13 quarters.
  • Elevation Wealth Partners's Martin Marietta Materials position peaked at $71.2K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.