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

Icon 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 		$283K Buy
462
+45
+11% +$28.7K 0.02% 329
2025
Q4 		$257K Hold
417
– – 0.02% 345
2025
Q3 		$263K Hold
417
– – 0.02% 329
2025
Q2 		$229K Sell
417
-36
-8% -$19K 0.02% 351
2025
Q1 		$217K Sell
453
-59
-12% -$30K 0.02% 336
2024
Q4 		$264K Hold
512
– – 0.02% 322
2024
Q3 		$276K Buy
512
+85
+20% +$45.9K 0.02% 306
2024
Q2 		$253K Buy
427
+248
+139% +$144K 0.02% 301
2024
Q1 		$110K Buy
+179
New +$97.7K 0.01% 452

Other funds holding MLM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Icon Wealth Advisors increased its Martin Marietta Materials (MLM) stake by 11% in Q1 2026, buying an estimated $28.7K and bringing the position to 462 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #329.

Icon Wealth Advisors first reported a position in MLM in Q1 2024 and has held it in 9 quarters since. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Icon Wealth Advisors held 462 shares of Martin Marietta Materials worth $283K as of Q1 2026.
  • Icon Wealth Advisors bought 45 Martin Marietta Materials shares in Q1 2026, an estimated $28.7K.
  • Martin Marietta Materials made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #329 holding.
  • Icon Wealth Advisors first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 9 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.