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Evolve Private Wealth’s Martin Marietta Materials MLM Stock Holding History

Evolve Private Wealth’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 		$233K Sell
404
-675
-63% -$400K 0.01% 863
2026
Q1 		$635K Sell
1,079
-114
-10% -$72.8K 0.03% 471
2025
Q4 		$743K Buy
+1,193
New +$742K 0.04% 384

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

Evolve Private Wealth's MLM Position: Q2 2026 in Review

Evolve Private Wealth reduced its Martin Marietta Materials (MLM) stake by 63% in Q2 2026, selling an estimated $400K and leaving 404 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #863.

Evolve Private Wealth first reported a position in MLM in Q4 2025 and has held it in 3 quarters since. The position peaked at $743K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Evolve Private Wealth held 404 shares of Martin Marietta Materials worth $233K as of Q2 2026.
  • Evolve Private Wealth sold 675 Martin Marietta Materials shares in Q2 2026, an estimated $400K.
  • Martin Marietta Materials made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #863 holding.
  • Evolve Private Wealth first reported a position in Martin Marietta Materials in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Martin Marietta Materials position peaked at $743K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.