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Kestra Private Wealth Services’s Martin Marietta Materials MLM Stock Holding History

Kestra Private Wealth Services’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 		$1.06M Sell
1,845
-128
-6% -$75.9K 0.01% 864
2026
Q1 		$1.16M Buy
1,973
+131
+7% +$83.6K 0.01% 763
2025
Q4 		$1.15M Buy
1,842
+887
+93% +$552K 0.01% 746
2025
Q3 		$602K Sell
955
-192
-17% -$114K 0.01% 1015
2025
Q2 		$630K Sell
1,147
-181
-14% -$95.7K 0.01% 935
2025
Q1 		$635K Buy
1,328
+343
+35% +$174K 0.01% 852
2024
Q4 		$509K Sell
985
-291
-23% -$165K 0.01% 912
2024
Q3 		$687K Sell
1,276
-181
-12% -$97.8K 0.01% 758
2024
Q2 		$789K Buy
1,457
+444
+44% +$258K 0.02% 654
2024
Q1 		$622K Buy
1,013
+90
+10% +$49.1K 0.01% 713
2023
Q4 		$460K Buy
923
+59
+7% +$26.6K 0.01% 758
2023
Q3 		$355K Sell
864
-74
-8% -$32.7K 0.01% 790
2023
Q2 		$433K Sell
938
-13
-1% -$5.13K 0.01% 683
2023
Q1 		$338K Buy
951
+32
+3% +$11.2K 0.01% 742
2022
Q4 		$310K Buy
919
+9
+1% +$3.07K 0.02% 659
2022
Q3 		$293K Sell
910
-55
-6% -$18.6K 0.02% 667
2022
Q2 		$289K Sell
965
-711
-42% -$243K 0.02% 668
2022
Q1 		$645K Sell
1,676
-52
-3% -$20.2K 0.03% 491
2021
Q4 		$761K Buy
1,728
+48
+3% +$19.5K 0.04% 465
2021
Q3 		$574K Buy
1,680
+1,045
+165% +$380K 0.03% 501
2021
Q2 		$223K Sell
635
-17
-3% -$6.06K 0.01% 773
2021
Q1 		$219K Buy
+652
New +$208K 0.02% 709

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Kestra Private Wealth Services's MLM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Martin Marietta Materials (MLM) stake by 6.5% in Q2 2026, selling an estimated $75.9K and leaving 1,845 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #864.

Kestra Private Wealth Services first reported a position in MLM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.16M in Q1 2026. 396 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Kestra Private Wealth Services held 1,845 shares of Martin Marietta Materials worth $1.06M as of Q2 2026.
  • Kestra Private Wealth Services sold 128 Martin Marietta Materials shares in Q2 2026, an estimated $75.9K.
  • Martin Marietta Materials made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #864 holding.
  • Kestra Private Wealth Services first reported a position in Martin Marietta Materials in Q1 2021 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Martin Marietta Materials position peaked at $1.16M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.