Krilogy Financial’s Martin Marietta Materials MLM Stock Holding History

Krilogy Financial’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	–	Sell	-642	Closed	-$418K	–	1031
2025 Q4	$418K	Buy	642 +148	+30%	+$92K	0.01%	622
2025 Q3	$302K	Buy	+494	New	+$294K	0.01%	679
2021 Q1	–	Sell	-4,308	Closed	-$1.22M	–	274
2020 Q4	$1.22M	Buy	4,308 +85	+2%	+$22.6K	0.15%	88
2020 Q3	$994K	Buy	4,223 +563	+15%	+$122K	0.14%	94
2020 Q2	$756K	Buy	3,660 +1,916	+110%	+$368K	0.12%	119
2020 Q1	$330K	Buy	+1,744	New	+$417K	0.06%	150

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

Krilogy Financial's MLM Position: Q1 2026 in Review

Krilogy Financial sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 642 shares — an estimated $418K sold.

Krilogy Financial first reported a position in MLM in Q1 2020 and held it in 6 quarters. The position peaked at $1.22M in Q4 2020. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Krilogy Financial reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
Krilogy Financial sold 642 Martin Marietta Materials shares in Q1 2026, an estimated $418K.
Krilogy Financial first reported a position in Martin Marietta Materials in Q1 2020 and held it in 6 quarters.
Krilogy Financial's Martin Marietta Materials position peaked at $1.22M in Q4 2020.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.