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Kapstone Financial Advisors’s Martin Marietta Materials MLM Stock Holding History

Kapstone Financial 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 		$668K Sell
1,159
-99
-8% -$58.7K 0.28% 64
2026
Q1 		$741K Hold
1,258
– – 0.36% 50
2025
Q4 		$783K Sell
1,258
-34
-3% -$21.1K 0.39% 44
2025
Q3 		$814K Sell
1,292
-23
-2% -$13.7K 0.38% 38
2025
Q2 		$722K Hold
1,315
– – 0.36% 41
2025
Q1 		$629K Hold
1,315
– – 0.36% 45
2024
Q4 		$710K Sell
1,315
-2
-0.2% -$1.14K 0.38% 42
2024
Q3 		$710K Sell
1,317
-120
-8% -$64.9K 0.43% 41
2024
Q2 		$779K Hold
1,437
– – 0.51% 35
2024
Q1 		$882K Hold
1,437
– – 0.6% 33
2023
Q4 		$725K Sell
1,437
-9
-0.6% -$4.06K 0.57% 34
2023
Q3 		$594K Sell
1,446
-55
-4% -$24.3K 0.53% 36
2023
Q2 		$680K Sell
1,501
-141
-9% -$55.6K 0.56% 33
2023
Q1 		$573K Buy
1,642
+22
+1% +$7.72K 0.52% 42
2022
Q4 		$600K Buy
+1,620
New +$553K 0.55% 40

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

Kapstone Financial Advisors's MLM Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Martin Marietta Materials (MLM) stake by 7.9% in Q2 2026, selling an estimated $58.7K and leaving 1,159 shares worth $668K. The position accounts for 0.28% of the portfolio, ranked #64.

Kapstone Financial Advisors first reported a position in MLM in Q4 2022 and has held it in 15 quarters since. The position peaked at $882K in Q1 2024. 1,073 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Kapstone Financial Advisors held 1,159 shares of Martin Marietta Materials worth $668K as of Q2 2026.
  • Kapstone Financial Advisors sold 99 Martin Marietta Materials shares in Q2 2026, an estimated $58.7K.
  • Martin Marietta Materials made up 0.28% of Kapstone Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Kapstone Financial Advisors first reported a position in Martin Marietta Materials in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Martin Marietta Materials position peaked at $882K in Q1 2024.
  • 1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.