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Kerr Financial Planning’s Martin Marietta Materials MLM Stock Holding History

Kerr Financial Planning’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 		$23.2K Hold
41
– – 0.03% 264
2026
Q1 		$24.5K Buy
41
+1
+3% +$638 0.02% 253
2025
Q4 		$26.9K Sell
40
-6
-13% -$3.73K 0.04% 241
2025
Q3 		$27.4K Buy
+46
New +$27.4K 0.04% 228

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

Kerr Financial Planning's MLM Position: Q2 2026 in Review

Kerr Financial Planning held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 41 shares worth $23.2K. The position accounts for 0.03% of the portfolio, ranked #264.

Kerr Financial Planning first reported a position in MLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.4K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Kerr Financial Planning held 41 shares of Martin Marietta Materials worth $23.2K as of Q2 2026.
  • Kerr Financial Planning left its Martin Marietta Materials share count unchanged in Q2 2026.
  • Martin Marietta Materials made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #264 holding.
  • Kerr Financial Planning first reported a position in Martin Marietta Materials in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Martin Marietta Materials position peaked at $27.4K in Q3 2025.
  • 1,067 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.