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

Evermay 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 Q3	$1.44M	Hold	3,001	–	–	0.14%	60
2026 Q2	$1.73M	Hold	3,001	–	–	0.18%	52
2026 Q1	$1.77M	Hold	3,001	–	–	0.2%	53
2025 Q4	$1.87M	Hold	3,001	–	–	0.21%	49
2025 Q3	$1.89M	Hold	3,001	–	–	0.22%	46
2025 Q2	$1.65M	Hold	3,001	–	–	0.2%	47
2025 Q1	$1.43M	Hold	3,001	–	–	0.19%	55
2024 Q4	$1.55M	Hold	3,001	–	–	0.23%	54
2024 Q3	$1.62M	Hold	3,001	–	–	0.26%	50
2024 Q2	$1.63M	Hold	3,001	–	–	0.26%	48
2024 Q1	$1.84M	Buy	3,001 +65	+2%	+$35.5K	0.28%	47
2023 Q4	$1.46M	Buy	2,936 +1	+0%	+$451	0.27%	39
2023 Q3	$1.2M	Hold	2,935	–	–	0.25%	45
2023 Q2	$1.36M	Hold	2,935	–	–	0.26%	42
2023 Q1	$1.04M	Hold	2,935	–	–	0.21%	52
2022 Q4	$992K	Sell	2,935 -324	-10%	-$111K	0.2%	56
2022 Q3	$1.05M	Hold	3,259	–	–	0.21%	52
2022 Q2	$975K	Hold	3,259	–	–	0.19%	56
2022 Q1	$1.25M	Buy	3,259 +3,064	+1,571%	+$1.19M	0.21%	52
2021 Q4	$86K	Sell	195 -79	-29%	-$32K	0.02%	234
2021 Q3	$94K	Hold	274	–	–	0.02%	220
2021 Q2	$96K	Buy	+274	New	+$97.6K	0.02%	225
2019 Q3	–	Sell	-910	Closed	-$209K	–	152
2019 Q2	$209K	Sell	910 -115	-11%	-$24.9K	0.06%	142
2019 Q1	$206K	Buy	+1,025	New	+$191K	0.06%	144
2018 Q4	–	Sell	-1,745	Closed	-$318K	–	143
2018 Q3	$318K	Buy	+1,745	New	+$360K	0.1%	109

Other funds holding MLM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Evermay Wealth Management's MLM Position: Q3 2026 in Review

Evermay Wealth Management held its Martin Marietta Materials (MLM) position steady in Q3 2026 at 3,001 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #60.

Evermay Wealth Management first reported a position in MLM in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.89M in Q3 2025. 832 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Evermay Wealth Management held 3,001 shares of Martin Marietta Materials worth $1.44M as of Q3 2026.
Evermay Wealth Management left its Martin Marietta Materials share count unchanged in Q3 2026.
Martin Marietta Materials made up 0.14% of Evermay Wealth Management's portfolio in Q3 2026, its #60 holding.
Evermay Wealth Management first reported a position in Martin Marietta Materials in Q3 2018 and has held it in 25 quarters since.
Evermay Wealth Management's Martin Marietta Materials position peaked at $1.89M in Q3 2025.
832 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.