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EverSource Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

EverSource Wealth Advisors’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 		$313K Buy
543
+158
+41% +$93.7K 0.01% 779
2026
Q1 		$227K Buy
385
+45
+13% +$28.7K 0.01% 980
2025
Q4 		$212K Sell
340
-41
-11% -$25.5K 0.01% 920
2025
Q3 		$240K Buy
381
+121
+47% +$72.1K 0.01% 815
2025
Q2 		$143K Buy
260
+175
+206% +$92.5K 0.01% 1022
2025
Q1 		$40.7K Buy
85
+14
+20% +$7.11K ﹤0.01% 1334
2024
Q4 		$36.7K Buy
71
+34
+92% +$19.3K ﹤0.01% 1330
2024
Q3 		$19.9K Buy
37
+5
+16% +$2.7K ﹤0.01% 1487
2024
Q2 		$19K Sell
32
-7
-18% -$4.07K ﹤0.01% 1529
2024
Q1 		$22.9K Buy
39
+17
+77% +$9.28K ﹤0.01% 1298
2023
Q4 		$11K Sell
22
-32
-59% -$14.4K ﹤0.01% 1516
2023
Q3 		$22.2K Buy
54
+1
+2% +$442 ﹤0.01% 1085
2023
Q2 		$24.5K Buy
53
+15
+39% +$5.92K ﹤0.01% 1069
2023
Q1 		$13.5K Hold
38
– – ﹤0.01% 1238
2022
Q4 		$12.8K Sell
38
-13
-25% -$4.43K ﹤0.01% 1234
2022
Q3 		$17K Buy
51
+4
+9% +$1.35K ﹤0.01% 961
2022
Q2 		$14K Hold
47
– – ﹤0.01% 936
2022
Q1 		$18K Buy
47
+9
+24% +$3.49K ﹤0.01% 741
2021
Q4 		$16K Buy
+38
New +$15.4K ﹤0.01% 776

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EverSource Wealth Advisors's MLM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Martin Marietta Materials (MLM) stake by 41% in Q2 2026, buying an estimated $93.7K and bringing the position to 543 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #779.

EverSource Wealth Advisors first reported a position in MLM in Q4 2021 and has held it in 19 quarters since. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • EverSource Wealth Advisors held 543 shares of Martin Marietta Materials worth $313K as of Q2 2026.
  • EverSource Wealth Advisors bought 158 Martin Marietta Materials shares in Q2 2026, an estimated $93.7K.
  • Martin Marietta Materials made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #779 holding.
  • EverSource Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2021 and has held it in 19 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.