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Essex Financial Services’s Martin Marietta Materials MLM Stock Holding History

Essex Financial Services’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 		$272K Sell
472
-22
-4% -$13K 0.01% 687
2026
Q1 		$291K Buy
494
+113
+30% +$72.1K 0.02% 629
2025
Q4 		$238K Buy
+381
New +$237K 0.01% 694

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Essex Financial Services's MLM Position: Q2 2026 in Review

Essex Financial Services reduced its Martin Marietta Materials (MLM) stake by 4.5% in Q2 2026, selling an estimated $13K and leaving 472 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #687.

Essex Financial Services first reported a position in MLM in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q1 2026. 750 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Essex Financial Services held 472 shares of Martin Marietta Materials worth $272K as of Q2 2026.
  • Essex Financial Services sold 22 Martin Marietta Materials shares in Q2 2026, an estimated $13K.
  • Martin Marietta Materials made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #687 holding.
  • Essex Financial Services first reported a position in Martin Marietta Materials in Q4 2025 and has held it in 3 quarters since.
  • Essex Financial Services's Martin Marietta Materials position peaked at $291K in Q1 2026.
  • 750 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.