Independent Solutions Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Independent Solutions Wealth Management’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	–	Sell	-350	Closed	-$218K	–	193
2025 Q4	$218K	Hold	350	–	–	0.04%	161
2025 Q3	$221K	Buy	+350	New	+$209K	0.04%	166
2025 Q1	–	Sell	-486	Closed	-$251K	–	181
2024 Q4	$251K	Sell	486 -118	-20%	-$67K	0.05%	153
2024 Q3	$325K	Sell	604 -280	-32%	-$151K	0.07%	134
2024 Q2	$479K	Sell	884 -22	-2%	-$12.8K	0.11%	119
2024 Q1	$556K	Sell	906 -45	-5%	-$24.6K	0.13%	112
2023 Q4	$474K	Sell	951 -26	-3%	-$11.7K	0.12%	124
2023 Q3	$401K	Hold	977	–	–	0.1%	143
2023 Q2	$451K	Sell	977 -100	-9%	-$39.4K	0.11%	137
2023 Q1	$382K	Hold	1,077	–	–	0.11%	136
2022 Q4	$364K	Hold	1,077	–	–	0.11%	145
2022 Q3	$347K	Hold	1,077	–	–	0.11%	144
2022 Q2	$322K	Hold	1,077	–	–	0.1%	153
2022 Q1	$415K	Hold	1,077	–	–	0.1%	149
2021 Q4	$474K	Sell	1,077 -100	-8%	-$40.5K	0.11%	141
2021 Q3	$402K	Hold	1,177	–	–	0.1%	154
2021 Q2	$414K	Sell	1,177 -50	-4%	-$17.8K	0.1%	148
2021 Q1	$412K	Hold	1,227	–	–	0.11%	127
2020 Q4	$348K	Hold	1,227	–	–	0.11%	130
2020 Q3	$289K	Hold	1,227	–	–	0.11%	130
2020 Q2	$253K	Hold	1,227	–	–	0.11%	131
2020 Q1	$232K	Sell	1,227 -75	-6%	-$17.9K	0.13%	115
2019 Q4	$364K	Buy	+1,302	New	+$347K	0.16%	110

Other funds holding MLM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Independent Solutions Wealth Management's MLM Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 350 shares — an estimated $218K sold.

Independent Solutions Wealth Management first reported a position in MLM in Q4 2019 and held it in 23 quarters. The position peaked at $556K in Q1 2024. 1,074 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Independent Solutions Wealth Management reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
Independent Solutions Wealth Management sold 350 Martin Marietta Materials shares in Q1 2026, an estimated $218K.
Independent Solutions Wealth Management first reported a position in Martin Marietta Materials in Q4 2019 and held it in 23 quarters.
Independent Solutions Wealth Management's Martin Marietta Materials position peaked at $556K in Q1 2024.
1,074 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.