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HBK Sorce Advisory’s Martin Marietta Materials MLM Stock Holding History

HBK Sorce Advisory’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
-290
Closed -$200K – 690
2025
Q4 		$200K Buy
+290
New +$180K ﹤0.01% 597
2025
Q1 		– Sell
-502
Closed -$259K – 612
2024
Q4 		$259K Buy
502
+70
+16% +$39.7K 0.01% 487
2024
Q3 		$233K Buy
432
+1
+0.2% +$541 0.01% 508
2024
Q2 		$234K Buy
431
+26
+6% +$15.1K 0.01% 495
2024
Q1 		$249K Buy
+405
New +$221K 0.01% 504
2023
Q1 		– Sell
-882
Closed -$298K – 753
2022
Q4 		$298K Buy
+882
New +$301K 0.01% 562
2022
Q2 		– Sell
-642
Closed -$247K – 523
2022
Q1 		$247K Sell
642
-636
-50% -$246K 0.01% 447
2021
Q4 		$565K Sell
1,278
-10
-0.8% -$4.05K 0.03% 303
2021
Q3 		$441K Buy
1,288
+25
+2% +$9.09K 0.02% 343
2021
Q2 		$445K Buy
1,263
+320
+34% +$114K 0.02% 340
2021
Q1 		$317K Sell
943
-121
-11% -$38.6K 0.02% 389
2020
Q4 		$302K Buy
+1,064
New +$283K 0.02% 371

Other funds holding MLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HBK Sorce Advisory's MLM Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 290 shares — an estimated $200K sold.

HBK Sorce Advisory first reported a position in MLM in Q4 2020 and held it in 12 quarters. The position peaked at $565K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • HBK Sorce Advisory reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 290 Martin Marietta Materials shares in Q1 2026, an estimated $200K.
  • HBK Sorce Advisory first reported a position in Martin Marietta Materials in Q4 2020 and held it in 12 quarters.
  • HBK Sorce Advisory's Martin Marietta Materials position peaked at $565K in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.