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Heartwood Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Heartwood Wealth 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 		$229K Buy
477
+64
+15% +$34.3K 0.02% 213
2026
Q2 		$238K Hold
413
– – 0.02% 217
2026
Q1 		$243K Hold
413
– – 0.02% 199
2025
Q4 		$257K Hold
413
– – 0.02% 176
2025
Q3 		$260K Hold
413
– – 0.02% 174
2025
Q2 		$227K Buy
+413
New +$218K 0.02% 176
2025
Q1 		– Sell
-413
Closed -$213K – 177
2024
Q4 		$213K Hold
413
– – 0.02% 166
2024
Q3 		$222K Hold
413
– – 0.02% 164
2024
Q2 		$224K Hold
413
– – 0.03% 161
2024
Q1 		$254K Hold
413
– – 0.03% 133
2023
Q4 		$206K Buy
+413
New +$186K 0.03% 142

Other funds holding MLM

SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Heartwood Wealth Advisors's MLM Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Martin Marietta Materials (MLM) stake by 15% in Q3 2026, buying an estimated $34.3K and bringing the position to 477 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #213.

Heartwood Wealth Advisors first reported a position in MLM in Q4 2023 and has held it in 11 quarters since. The position peaked at $260K in Q3 2025. 38 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • Heartwood Wealth Advisors held 477 shares of Martin Marietta Materials worth $229K as of Q3 2026.
  • Heartwood Wealth Advisors bought 64 Martin Marietta Materials shares in Q3 2026, an estimated $34.3K.
  • Martin Marietta Materials made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #213 holding.
  • Heartwood Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2023 and has held it in 11 quarters since.
  • Heartwood Wealth Advisors's Martin Marietta Materials position peaked at $260K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.