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Integrated Wealth Concepts’s Martin Marietta Materials MLM Stock Holding History

Integrated Wealth Concepts’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 		$552K Buy
939
+328
+54% +$209K ﹤0.01% 1476
2025
Q4 		$381K Sell
611
-213
-26% -$132K ﹤0.01% 1219
2025
Q3 		$519K Buy
+824
New +$491K ﹤0.01% 1316
2025
Q2 		– Sell
-794
Closed -$379K – 1969
2025
Q1 		$379K Buy
794
+49
+7% +$24.9K ﹤0.01% 1279
2024
Q4 		$385K Sell
745
-37
-5% -$21K ﹤0.01% 1242
2024
Q3 		$421K Buy
782
+19
+2% +$10.3K 0.01% 1165
2024
Q2 		$413K Sell
763
-125
-14% -$72.6K 0.01% 1140
2024
Q1 		$545K Buy
888
+4
+0.5% +$2.18K 0.01% 1020
2023
Q4 		$441K Buy
884
+19
+2% +$8.56K 0.01% 1051
2023
Q3 		$355K Sell
865
-13
-1% -$5.75K 0.01% 1145
2023
Q2 		$405K Buy
878
+49
+6% +$19.3K 0.01% 1089
2023
Q1 		$294K Buy
829
+81
+11% +$28.4K 0.01% 1064
2022
Q4 		$253K Sell
748
-24
-3% -$8.19K 0.01% 868
2022
Q3 		$249K Buy
772
+26
+3% +$8.8K 0.01% 801
2022
Q2 		$223K Sell
746
-70
-9% -$23.9K 0.01% 860
2022
Q1 		$314K Sell
816
-1,662
-67% -$644K 0.01% 722
2021
Q4 		$1.09M Buy
2,478
+32
+1% +$13K 0.03% 392
2021
Q3 		$836K Sell
2,446
-289
-11% -$105K 0.03% 446
2021
Q2 		$962K Sell
2,735
-26
-0.9% -$9.26K 0.03% 363
2021
Q1 		$927K Buy
2,761
+83
+3% +$26.5K 0.04% 309
2020
Q4 		$760K Buy
2,678
+318
+13% +$84.7K 0.04% 303
2020
Q3 		$555K Buy
2,360
+713
+43% +$154K 0.03% 324
2020
Q2 		$340K Buy
+1,647
New +$317K 0.02% 369

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

Integrated Wealth Concepts's MLM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Martin Marietta Materials (MLM) stake by 54% in Q1 2026, buying an estimated $209K and bringing the position to 939 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Integrated Wealth Concepts first reported a position in MLM in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Integrated Wealth Concepts held 939 shares of Martin Marietta Materials worth $552K as of Q1 2026.
  • Integrated Wealth Concepts bought 328 Martin Marietta Materials shares in Q1 2026, an estimated $209K.
  • Martin Marietta Materials made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1476 holding.
  • Integrated Wealth Concepts first reported a position in Martin Marietta Materials in Q2 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Martin Marietta Materials position peaked at $1.09M in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.