MGWM
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Marks Group Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Marks Group 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
2026
Q2 		$509K Buy
882
+87
+11% +$51.6K 0.04% 263
2026
Q1 		$468K Sell
795
-10
-1% -$6.38K 0.05% 253
2025
Q4 		$501K Buy
805
+21
+3% +$13.1K 0.05% 239
2025
Q3 		$494K Buy
784
+4
+0.5% +$2.38K 0.05% 224
2025
Q2 		$428K Sell
780
-38
-5% -$20.1K 0.04% 237
2025
Q1 		$391K Buy
818
+6
+0.7% +$3.05K 0.04% 257
2024
Q4 		$419K Buy
812
+105
+15% +$59.6K 0.04% 236
2024
Q3 		$381K Buy
707
+253
+56% +$137K 0.04% 239
2024
Q2 		$246K Sell
454
-35
-7% -$20.3K 0.03% 275
2024
Q1 		$300K Sell
489
-29
-6% -$15.8K 0.03% 265
2023
Q4 		$258K Buy
518
+6
+1% +$2.71K 0.03% 270
2023
Q3 		$210K Sell
512
-3
-0.6% -$1.33K 0.03% 268
2023
Q2 		$238K Buy
+515
New +$203K 0.03% 262
2022
Q1 		– Sell
-459
Closed -$202K – 322
2021
Q4 		$202K Buy
+459
New +$186K 0.02% 297
2020
Q1 		– Sell
-884
Closed -$247K – 239
2019
Q4 		$247K Buy
+884
New +$236K 0.05% 218

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Marks Group Wealth Management's MLM Position: Q2 2026 in Review

Marks Group Wealth Management increased its Martin Marietta Materials (MLM) stake by 11% in Q2 2026, buying an estimated $51.6K and bringing the position to 882 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #263.

Marks Group Wealth Management first reported a position in MLM in Q4 2019 and has held it in 15 quarters since. 1,073 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Marks Group Wealth Management held 882 shares of Martin Marietta Materials worth $509K as of Q2 2026.
  • Marks Group Wealth Management bought 87 Martin Marietta Materials shares in Q2 2026, an estimated $51.6K.
  • Martin Marietta Materials made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Marks Group Wealth Management first reported a position in Martin Marietta Materials in Q4 2019 and has held it in 15 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.