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

JFS 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
Q2 		$30.6K Hold
53
– – ﹤0.01% 653
2026
Q1 		$31.2K Sell
53
-2
-4% -$1.28K ﹤0.01% 627
2025
Q4 		$34.2K Sell
55
-249
-82% -$155K ﹤0.01% 613
2025
Q3 		$192K Buy
304
+275
+948% +$164K 0.01% 334
2025
Q2 		$15.9K Hold
29
– – ﹤0.01% 713
2025
Q1 		$13.9K Hold
29
– – ﹤0.01% 770
2024
Q4 		$15K Hold
29
– – ﹤0.01% 726
2024
Q3 		$15.6K Sell
29
-2
-6% -$1.08K ﹤0.01% 703
2024
Q2 		$16.8K Sell
31
-1
-3% -$581 ﹤0.01% 642
2024
Q1 		$19.6K Hold
32
– – ﹤0.01% 628
2023
Q4 		$16K Buy
32
+6
+23% +$2.71K ﹤0.01% 643
2023
Q3 		$10.7K Buy
26
+2
+8% +$884 ﹤0.01% 705
2023
Q2 		$11.1K Hold
24
– – ﹤0.01% 697
2023
Q1 		$8.52K Sell
24
-3
-11% -$1.05K ﹤0.01% 772
2022
Q4 		$9.13K Sell
27
-1
-4% -$341 ﹤0.01% 746
2022
Q3 		$9K Buy
28
+15
+115% +$5.08K ﹤0.01% 772
2022
Q2 		$4K Sell
13
-12
-48% -$4.09K ﹤0.01% 1093
2022
Q1 		$10K Buy
25
+13
+108% +$5.04K ﹤0.01% 788
2021
Q4 		$5K Buy
12
+7
+140% +$2.84K ﹤0.01% 802
2021
Q3 		$2K Buy
+5
New +$1.82K ﹤0.01% 779
2020
Q1 		– Sell
-5
Closed -$1K – 543
2019
Q4 		$1K Hold
5
– – ﹤0.01% 485
2019
Q3 		$1K Buy
+5
New +$1.24K ﹤0.01% 485

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

JFS Wealth Advisors's MLM Position: Q2 2026 in Review

JFS Wealth Advisors held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 53 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

JFS Wealth Advisors first reported a position in MLM in Q3 2019 and has held it in 22 quarters since. The position peaked at $192K in Q3 2025. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • JFS Wealth Advisors held 53 shares of Martin Marietta Materials worth $30.6K as of Q2 2026.
  • JFS Wealth Advisors left its Martin Marietta Materials share count unchanged in Q2 2026.
  • Martin Marietta Materials made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #653 holding.
  • JFS Wealth Advisors first reported a position in Martin Marietta Materials in Q3 2019 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Martin Marietta Materials position peaked at $192K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.