Institute for Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Institute for 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 Q2	$31.1K	Buy	+54	New	+$32K	﹤0.01%	1008

Other funds holding MLM

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Institute for Wealth Management's MLM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Martin Marietta Materials (MLM) in Q2 2026: 54 shares worth $31.1K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings.

618 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Institute for Wealth Management held 54 shares of Martin Marietta Materials worth $31.1K as of Q2 2026.
Martin Marietta Materials was a new Institute for Wealth Management position in Q2 2026.
Martin Marietta Materials made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1008 holding.
618 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.