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

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 $3.38T AUM 44.17% 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

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. 1,076 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.
1,076 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.