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

Evercore 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 Q1	$546K	Hold	928	–	–	0.01%	272
2025 Q4	$578K	Hold	928	–	–	0.01%	271
2025 Q3	$585K	Hold	928	–	–	0.01%	269
2025 Q2	$509K	Hold	928	–	–	0.01%	278
2025 Q1	$444K	Hold	928	–	–	0.01%	288
2024 Q4	$479K	Hold	928	–	–	0.01%	280
2024 Q3	$499K	Hold	928	–	–	0.01%	281
2024 Q2	$503K	Sell	928 -5	-0.5%	-$2.91K	0.01%	275
2024 Q1	$573K	Buy	933 +1	+0.1%	+$546	0.01%	264
2023 Q4	$465K	Buy	932 +4	+0.4%	+$1.8K	0.01%	290
2023 Q3	$381K	Hold	928	–	–	0.01%	295
2023 Q2	$428K	Sell	928 -160	-15%	-$63.1K	0.01%	295
2023 Q1	$386K	Hold	1,088	–	–	0.01%	297
2022 Q4	$368K	Hold	1,088	–	–	0.01%	302
2022 Q3	$350K	Hold	1,088	–	–	0.01%	292
2022 Q2	$326K	Hold	1,088	–	–	0.01%	309
2022 Q1	$419K	Buy	+1,088	New	+$422K	0.01%	306
2017 Q1	–	Sell	-6	Closed	-$1K	–	1021
2016 Q4	$1K	Buy	+6	New	+$1.23K	﹤0.01%	982

Other funds holding MLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Evercore Wealth Management's MLM Position: Q1 2026 in Review

Evercore Wealth Management held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 928 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #272.

Evercore Wealth Management first reported a position in MLM in Q4 2016 and has held it in 18 quarters since. The position peaked at $585K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Evercore Wealth Management held 928 shares of Martin Marietta Materials worth $546K as of Q1 2026.
Evercore Wealth Management left its Martin Marietta Materials share count unchanged in Q1 2026.
Martin Marietta Materials made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #272 holding.
Evercore Wealth Management first reported a position in Martin Marietta Materials in Q4 2016 and has held it in 18 quarters since.
Evercore Wealth Management's Martin Marietta Materials position peaked at $585K in Q3 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.