Halbert Hargrove Global Advisors’s Martin Marietta Materials MLM Stock Holding History

Halbert Hargrove Global 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 Q3	–	Sell	-51	Closed	-$29.2K	–	573
2026 Q2	$29.2K	Buy	+51	New	+$30.2K	﹤0.01%	244
2025 Q4	–	Sell	-17	Closed	-$10.7K	–	598
2025 Q3	$10.7K	Buy	+17	New	+$10.1K	﹤0.01%	325
2025 Q2	–	Sell	-2	Closed	-$957	–	516
2025 Q1	$957	Buy	+2	New	+$1.02K	﹤0.01%	451

Other funds holding MLM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Halbert Hargrove Global Advisors's MLM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Martin Marietta Materials (MLM) in Q3 2026, closing a stake of 51 shares — an estimated $29.2K sold.

Halbert Hargrove Global Advisors first reported a position in MLM in Q1 2025 and held it in 3 quarters. The position peaked at $29.2K in Q2 2026. 182 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Martin Marietta Materials position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 51 Martin Marietta Materials shares in Q3 2026, an estimated $29.2K.
Halbert Hargrove Global Advisors first reported a position in Martin Marietta Materials in Q1 2025 and held it in 3 quarters.
Halbert Hargrove Global Advisors's Martin Marietta Materials position peaked at $29.2K in Q2 2026.
182 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.