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

Heritage 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 Q1	$2.35K	Hold	4	–	–	﹤0.01%	617
2025 Q4	$2.49K	Hold	4	–	–	﹤0.01%	538
2025 Q3	$2.52K	Hold	4	–	–	﹤0.01%	514
2025 Q2	$2.2K	Hold	4	–	–	﹤0.01%	511
2025 Q1	$1.91K	Sell	4 -6	-60%	-$3.05K	﹤0.01%	507
2024 Q4	$5.17K	Buy	10 +2	+25%	+$1.14K	﹤0.01%	489
2024 Q3	$4.31K	Buy	+8	New	+$4.32K	﹤0.01%	496
2023 Q1	–	Sell	-60	Closed	-$20.3K	–	588
2022 Q4	$20.3K	Hold	60	–	–	﹤0.01%	411
2022 Q3	$19.3K	Sell	60 -60	-50%	-$20.3K	﹤0.01%	386
2022 Q2	$36K	Hold	120	–	–	﹤0.01%	357
2022 Q1	$46K	Hold	120	–	–	﹤0.01%	325
2021 Q4	$53K	Hold	120	–	–	﹤0.01%	327
2021 Q3	$41K	Hold	120	–	–	﹤0.01%	334
2021 Q2	$42.2K	Hold	120	–	–	﹤0.01%	343
2021 Q1	$40.3K	Hold	120	–	–	﹤0.01%	356
2020 Q4	$34K	Hold	120	–	–	﹤0.01%	359
2020 Q3	$28.2K	Hold	120	–	–	﹤0.01%	322
2020 Q2	$24.8K	Hold	120	–	–	﹤0.01%	315
2020 Q1	$22.7K	Sell	120 -2	-2%	-$478	﹤0.01%	311
2019 Q4	$34.1K	Buy	+122	New	+$32.5K	﹤0.01%	329

Other funds holding MLM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Heritage Wealth Advisors's MLM Position: Q1 2026 in Review

Heritage Wealth Advisors held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 4 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Heritage Wealth Advisors first reported a position in MLM in Q4 2019 and has held it in 20 quarters since. The position peaked at $53K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Heritage Wealth Advisors held 4 shares of Martin Marietta Materials worth $2.35K as of Q1 2026.
Heritage Wealth Advisors left its Martin Marietta Materials share count unchanged in Q1 2026.
Martin Marietta Materials made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #617 holding.
Heritage Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2019 and has held it in 20 quarters since.
Heritage Wealth Advisors's Martin Marietta Materials position peaked at $53K in Q4 2021.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.