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 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 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

Kapstone Financial Advisors's MLM Position: Q1 2026 in Review

Kapstone Financial Advisors held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 1,258 shares worth $741K. The position accounts for 0.36% of the portfolio, ranked #50.

Kapstone Financial Advisors first reported a position in MLM in Q4 2022 and has held it in 14 quarters since. The position peaked at $882K in Q1 2024. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Kapstone Financial Advisors held 1,258 shares of Martin Marietta Materials worth $741K as of Q1 2026.
Kapstone Financial Advisors left its Martin Marietta Materials share count unchanged in Q1 2026.
Martin Marietta Materials made up 0.36% of Kapstone Financial Advisors's portfolio in Q1 2026, its #50 holding.
Kapstone Financial Advisors first reported a position in Martin Marietta Materials in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Martin Marietta Materials position peaked at $882K in Q1 2024.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.