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Global Wealth Strategies & Associates’s Martin Marietta Materials MLM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-3
Closed -$1.77K – 305
2026
Q1 		$1.77K Buy
+3
New +$1.92K ﹤0.01% 429

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Global Wealth Strategies & Associates's MLM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 3 shares — an estimated $1.77K sold.

Global Wealth Strategies & Associates first reported a position in MLM in Q1 2026 and held it in 1 quarter. The position peaked at $1.77K in Q1 2026. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3 Martin Marietta Materials shares in Q2 2026, an estimated $1.77K.
  • Global Wealth Strategies & Associates first reported a position in Martin Marietta Materials in Q1 2026 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Martin Marietta Materials position peaked at $1.77K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.