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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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. 1,074 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.
  • 1,074 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.