JFS Wealth Advisors
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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
Q3 		$25K Sell
52
-1
-2% -$536 ﹤0.01% 693
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% +$2.7K ﹤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 		$9.12K 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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

JFS Wealth Advisors's MLM Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Martin Marietta Materials (MLM) stake by 1.9% in Q3 2026, selling an estimated $536 and leaving 52 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

JFS Wealth Advisors first reported a position in MLM in Q3 2019 and has held it in 23 quarters since. The position peaked at $192K in Q3 2025. 441 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • JFS Wealth Advisors held 52 shares of Martin Marietta Materials worth $25K as of Q3 2026.
  • JFS Wealth Advisors sold 1 Martin Marietta Materials share in Q3 2026, an estimated $536.
  • Martin Marietta Materials made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #693 holding.
  • JFS Wealth Advisors first reported a position in Martin Marietta Materials in Q3 2019 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Martin Marietta Materials position peaked at $192K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.