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EP Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

EP Wealth Advisors’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
-1,093
Closed -$644K – 1822
2026
Q1 		$644K Sell
1,093
-237
-18% -$151K ﹤0.01% 797
2025
Q4 		$828K Buy
+1,330
New +$827K ﹤0.01% 672
2025
Q2 		$735K Buy
1,340
+137
+11% +$72.4K ﹤0.01% 647
2025
Q1 		$575K Sell
1,203
-26
-2% -$13.2K ﹤0.01% 654
2024
Q4 		$635K Buy
1,229
+5
+0.4% +$2.84K 0.01% 619
2024
Q3 		$659K Buy
1,224
+189
+18% +$102K 0.01% 607
2024
Q2 		$561K Buy
1,035
+62
+6% +$36K 0.01% 509
2024
Q1 		$597K Buy
973
+15
+2% +$8.19K 0.01% 479
2023
Q4 		$478K Buy
958
+1
+0.1% +$451 0.01% 498
2023
Q3 		$393K Sell
957
-17,010
-95% -$7.52M 0.01% 506
2023
Q2 		$437K Buy
+17,967
New +$7.09M 0.01% 496

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EP Wealth Advisors's MLM Position: Q2 2026 in Review

EP Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 1,093 shares — an estimated $644K sold.

EP Wealth Advisors first reported a position in MLM in Q2 2023 and held it in 11 quarters. The position peaked at $828K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • EP Wealth Advisors reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,093 Martin Marietta Materials shares in Q2 2026, an estimated $644K.
  • EP Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2023 and held it in 11 quarters.
  • EP Wealth Advisors's Martin Marietta Materials position peaked at $828K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.