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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Heartwood Wealth Advisors's MLM Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 413 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #217.

Heartwood Wealth Advisors first reported a position in MLM in Q4 2023 and has held it in 10 quarters since. The position peaked at $260K in Q3 2025. 571 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Heartwood Wealth Advisors held 413 shares of Martin Marietta Materials worth $238K as of Q2 2026.
Heartwood Wealth Advisors left its Martin Marietta Materials share count unchanged in Q2 2026.
Martin Marietta Materials made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #217 holding.
Heartwood Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2023 and has held it in 10 quarters since.
Heartwood Wealth Advisors's Martin Marietta Materials position peaked at $260K in Q3 2025.
571 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.