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HB Wealth Management’s Martin Marietta Materials MLM Stock Holding History

HB Wealth Management’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 		$3.82M Sell
6,629
-1,216
-16% -$721K 0.02% 322
2026
Q1 		$4.62M Sell
7,845
-32
-0.4% -$20.4K 0.03% 265
2025
Q4 		$4.91M Sell
7,877
-131
-2% -$81.5K 0.03% 252
2025
Q3 		$5.05M Buy
8,008
+3,522
+79% +$2.1M 0.03% 252
2025
Q2 		$2.46M Sell
4,486
-5,137
-53% -$2.72M 0.02% 336
2025
Q1 		$4.6M Buy
9,623
+2,092
+28% +$1.06M 0.04% 245
2024
Q4 		$3.89M Buy
7,531
+148
+2% +$84K 0.04% 190
2024
Q3 		$3.97M Buy
7,383
+5,020
+212% +$2.71M 0.04% 178
2024
Q2 		$1.28M Buy
2,363
+95
+4% +$55.2K 0.01% 319
2024
Q1 		$1.39M Buy
2,268
+1,116
+97% +$609K 0.02% 300
2023
Q4 		$575K Buy
1,152
+226
+24% +$102K 0.01% 420
2023
Q3 		$380K Buy
926
+92
+11% +$40.7K 0.01% 509
2023
Q2 		$385K Buy
834
+39
+5% +$15.4K 0.01% 483
2023
Q1 		$282K Buy
795
+1
+0.1% +$351 ﹤0.01% 551
2022
Q4 		$268K Sell
794
-255
-24% -$87K ﹤0.01% 549
2022
Q3 		$338K Buy
+1,049
New +$355K 0.01% 416
2022
Q1 		– Sell
-528
Closed -$233K – 609
2021
Q4 		$233K Buy
+528
New +$214K ﹤0.01% 448

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

HB Wealth Management's MLM Position: Q2 2026 in Review

HB Wealth Management reduced its Martin Marietta Materials (MLM) stake by 16% in Q2 2026, selling an estimated $721K and leaving 6,629 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #322.

HB Wealth Management first reported a position in MLM in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.05M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • HB Wealth Management held 6,629 shares of Martin Marietta Materials worth $3.82M as of Q2 2026.
  • HB Wealth Management sold 1,216 Martin Marietta Materials shares in Q2 2026, an estimated $721K.
  • Martin Marietta Materials made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #322 holding.
  • HB Wealth Management first reported a position in Martin Marietta Materials in Q4 2021 and has held it in 17 quarters since.
  • HB Wealth Management's Martin Marietta Materials position peaked at $5.05M in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.