Fiduciary Alliance’s Martin Marietta Materials MLM Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-702	Closed	-$437K	–	563
2025 Q4	$437K	Buy	702 +18	+3%	+$11.2K	0.03%	358
2025 Q3	$431K	Sell	684 -18	-3%	-$10.7K	0.03%	365
2025 Q2	$385K	Buy	702 +40	+6%	+$21.1K	0.03%	353
2025 Q1	$317K	Buy	+662	New	+$336K	0.03%	307
2023 Q3	–	Sell	-64	Closed	-$29.5K	–	634
2023 Q2	$29.5K	Buy	+64	New	+$25.2K	0.01%	389
2023 Q1	–	Sell	-84	Closed	-$28.4K	–	569
2022 Q4	$28.4K	Buy	+84	New	+$28.7K	0.01%	276

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fiduciary Alliance's MLM Position: Q1 2026 in Review

Fiduciary Alliance sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 702 shares — an estimated $437K sold.

Fiduciary Alliance first reported a position in MLM in Q4 2022 and held it in 6 quarters. The position peaked at $437K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Fiduciary Alliance reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
Fiduciary Alliance sold 702 Martin Marietta Materials shares in Q1 2026, an estimated $437K.
Fiduciary Alliance first reported a position in Martin Marietta Materials in Q4 2022 and held it in 6 quarters.
Fiduciary Alliance's Martin Marietta Materials position peaked at $437K in Q4 2025.
1,074 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.