LIWM
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Long Island Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Long Island Wealth Management’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
2024
Q1 		– Sell
-8
Closed -$4K – 272
2023
Q4 		$4K Buy
+8
New +$3.61K ﹤0.01% 289

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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Long Island Wealth Management's MLM Position: Q1 2024 in Review

Long Island Wealth Management sold out of Martin Marietta Materials (MLM) in Q1 2024, closing a stake of 8 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in MLM in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 957 funds tracked by Wall St. Rank hold MLM as of Q1 2024.

  • Long Island Wealth Management reported no remaining Martin Marietta Materials position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 8 Martin Marietta Materials shares in Q1 2024, an estimated $4K.
  • Long Island Wealth Management first reported a position in Martin Marietta Materials in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Martin Marietta Materials position peaked at $4K in Q4 2023.
  • 957 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.