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 Q2	$535K	Hold	928	–	–	0.01%	284
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 $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 $3.37T AUM 44.26% 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

Evercore Wealth Management's MLM Position: Q2 2026 in Review

Evercore Wealth Management held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 928 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #284.

Evercore Wealth Management first reported a position in MLM in Q4 2016 and has held it in 19 quarters since. The position peaked at $585K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Evercore Wealth Management held 928 shares of Martin Marietta Materials worth $535K as of Q2 2026.
Evercore Wealth Management left its Martin Marietta Materials share count unchanged in Q2 2026.
Martin Marietta Materials made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #284 holding.
Evercore Wealth Management first reported a position in Martin Marietta Materials in Q4 2016 and has held it in 19 quarters since.
Evercore Wealth Management's Martin Marietta Materials position peaked at $585K in Q3 2025.
1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.