Herold Advisors
MLM icon

Herold Advisors’s Martin Marietta Materials MLM Stock Holding History

Herold 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 		$495K Hold
1,031
– – 0.1% 176
2026
Q2 		$594K Buy
1,031
+216
+27% +$128K 0.12% 165
2026
Q1 		$480K Sell
815
-140
-15% -$89.3K 0.11% 178
2025
Q4 		$595K Buy
955
+200
+26% +$124K 0.13% 153
2025
Q3 		$476K Buy
755
+155
+26% +$92.4K 0.11% 162
2025
Q2 		$329K Sell
600
-637
-51% -$337K 0.07% 224
2025
Q1 		$591K Sell
1,237
-957
-44% -$486K 0.13% 167
2024
Q4 		$1.13M Sell
2,194
-241
-10% -$137K 0.25% 109
2024
Q3 		$1.31M Buy
2,435
+240
+11% +$130K 0.28% 100
2024
Q2 		$1.19M Buy
2,195
+96
+5% +$55.8K 0.28% 112
2024
Q1 		$1.29M Buy
+2,099
New +$1.15M 0.31% 94

Other funds holding MLM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Herold Advisors's MLM Position: Q3 2026 in Review

Herold Advisors held its Martin Marietta Materials (MLM) position steady in Q3 2026 at 1,031 shares worth $495K. The position accounts for 0.1% of the portfolio, ranked #176.

Herold Advisors first reported a position in MLM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.31M in Q3 2024. 846 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • Herold Advisors held 1,031 shares of Martin Marietta Materials worth $495K as of Q3 2026.
  • Herold Advisors left its Martin Marietta Materials share count unchanged in Q3 2026.
  • Martin Marietta Materials made up 0.1% of Herold Advisors's portfolio in Q3 2026, its #176 holding.
  • Herold Advisors first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 11 quarters since.
  • Herold Advisors's Martin Marietta Materials position peaked at $1.31M in Q3 2024.
  • 846 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.