Jones Financial Companies’s Martin Marietta Materials MLM Stock Holding History

Jones Financial Companies’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	$48.3M	Buy	84,623 +81,760	+2,856%	+$52.2M	0.02%	348
2025 Q4	$1.78M	Buy	2,863 +264	+10%	+$164K	﹤0.01%	1005
2025 Q3	$1.6M	Buy	2,599 +462	+22%	+$275K	﹤0.01%	934
2025 Q2	$1.18M	Buy	2,137 +386	+22%	+$204K	﹤0.01%	946
2025 Q1	$837K	Buy	1,751 +573	+49%	+$291K	﹤0.01%	930
2024 Q4	$609K	Buy	1,178 +386	+49%	+$219K	﹤0.01%	916
2024 Q3	$427K	Buy	792 +457	+136%	+$247K	﹤0.01%	874
2024 Q2	$181K	Buy	335 +99	+42%	+$57.5K	﹤0.01%	865
2024 Q1	$145K	Buy	236 +206	+687%	+$112K	﹤0.01%	520
2023 Q4	$15K	Buy	30 +21	+233%	+$9.47K	﹤0.01%	629
2023 Q3	$3.69K	Buy	+9	New	+$3.98K	﹤0.01%	531
2023 Q1	–	Sell	-14	Closed	-$5K	–	697
2022 Q4	$5K	Buy	+14	New	+$4.78K	﹤0.01%	543
2022 Q1	–	Sell	-8	Closed	-$4K	–	789
2021 Q4	$4K	Hold	8	–	–	﹤0.01%	670
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	607
2021 Q2	$3K	Hold	8	–	–	﹤0.01%	594
2021 Q1	$3K	Buy	+8	New	+$2.56K	﹤0.01%	711

Other funds holding MLM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jones Financial Companies's MLM Position: Q1 2026 in Review

Jones Financial Companies increased its Martin Marietta Materials (MLM) stake by 2,856% in Q1 2026, buying an estimated $52.2M and bringing the position to 84,623 shares worth $48.3M. The position accounts for 0.02% of the portfolio, ranked #348.

Jones Financial Companies first reported a position in MLM in Q1 2021 and has held it in 16 quarters since. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Jones Financial Companies held 84,623 shares of Martin Marietta Materials worth $48.3M as of Q1 2026.
Jones Financial Companies bought 81,760 Martin Marietta Materials shares in Q1 2026, an estimated $52.2M.
Martin Marietta Materials made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #348 holding.
Jones Financial Companies first reported a position in Martin Marietta Materials in Q1 2021 and has held it in 16 quarters since.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.