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Legacy Wealth Management (Idaho)’s Martin Marietta Materials MLM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2
Closed -$1.18K – 648
2026
Q1 		$1.18K Hold
2
– – ﹤0.01% 851
2025
Q4 		$1.25K Buy
+2
New +$1.24K ﹤0.01% 725

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State Street
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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

Legacy Wealth Management (Idaho)'s MLM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 2 shares — an estimated $1.18K sold.

Legacy Wealth Management (Idaho) first reported a position in MLM in Q4 2025 and held it in 2 quarters. The position peaked at $1.25K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2 Martin Marietta Materials shares in Q2 2026, an estimated $1.18K.
  • Legacy Wealth Management (Idaho) first reported a position in Martin Marietta Materials in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Martin Marietta Materials position peaked at $1.25K in Q4 2025.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.