Key Financial Inc’s Martin Marietta Materials MLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.94K Sell
5
-2
-29% -$1.28K ﹤0.01% 1128
2025
Q4
$4.36K Hold
7
﹤0.01% 1058
2025
Q3
$4.34K Buy
7
+2
+40% +$1.19K ﹤0.01% 1069
2025
Q2
$2.75K Hold
5
﹤0.01% 1141
2025
Q1
$2.39K Hold
5
﹤0.01% 1123
2024
Q4
$2.58K Hold
5
﹤0.01% 1119
2024
Q3
$2.69K Buy
+5
New +$2.7K ﹤0.01% 1077
2023
Q1
Sell
-25
Closed -$8.05K 1198
2022
Q4
$8.05K Hold
25
﹤0.01% 682
2022
Q3
$8K Hold
25
﹤0.01% 685
2022
Q2
$7K Hold
25
﹤0.01% 723
2022
Q1
$10K Hold
25
0.01% 643
2021
Q4
$11K Hold
25
0.01% 573
2021
Q3
$9K Hold
25
0.01% 603
2021
Q2
$9K Hold
25
0.01% 591
2021
Q1
$8K Hold
25
0.01% 526
2020
Q4
$7K Buy
+25
New +$6.66K 0.01% 506
2020
Q2
Sell
-25
Closed -$4K 415
2020
Q1
$4K Buy
+25
New +$5.98K ﹤0.01% 533

Other funds holding MLM

Key Financial Inc's MLM Position: Q1 2026 in Review

Key Financial Inc reduced its Martin Marietta Materials (MLM) stake by 29% in Q1 2026, selling an estimated $1.28K and leaving 5 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Key Financial Inc first reported a position in MLM in Q1 2020 and has held it in 17 quarters since. The position peaked at $11K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Key Financial Inc held 5 shares of Martin Marietta Materials worth $2.94K as of Q1 2026.
  • Key Financial Inc sold 2 Martin Marietta Materials shares in Q1 2026, an estimated $1.28K.
  • Martin Marietta Materials made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1128 holding.
  • Key Financial Inc first reported a position in Martin Marietta Materials in Q1 2020 and has held it in 17 quarters since.
  • Key Financial Inc's Martin Marietta Materials position peaked at $11K in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.