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 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 $6.73T 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

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

Evermay Wealth Management held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 3,001 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #52.

Evermay Wealth Management first reported a position in MLM in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.89M in Q3 2025. 1,073 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Evermay Wealth Management held 3,001 shares of Martin Marietta Materials worth $1.73M as of Q2 2026.
Evermay Wealth Management left its Martin Marietta Materials share count unchanged in Q2 2026.
Martin Marietta Materials made up 0.18% of Evermay Wealth Management's portfolio in Q2 2026, its #52 holding.
Evermay Wealth Management first reported a position in Martin Marietta Materials in Q3 2018 and has held it in 24 quarters since.
Evermay Wealth Management's Martin Marietta Materials position peaked at $1.89M in Q3 2025.
1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.