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 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 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

Herold Advisors's MLM Position: Q1 2026 in Review

Herold Advisors reduced its Martin Marietta Materials (MLM) stake by 15% in Q1 2026, selling an estimated $89.3K and leaving 815 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #178.

Herold Advisors first reported a position in MLM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2024. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Herold Advisors held 815 shares of Martin Marietta Materials worth $480K as of Q1 2026.
Herold Advisors sold 140 Martin Marietta Materials shares in Q1 2026, an estimated $89.3K.
Martin Marietta Materials made up 0.11% of Herold Advisors's portfolio in Q1 2026, its #178 holding.
Herold Advisors first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 9 quarters since.
Herold Advisors's Martin Marietta Materials position peaked at $1.31M in Q3 2024.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.