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 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 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

Marks Group Wealth Management's MLM Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Martin Marietta Materials (MLM) stake by 1.2% in Q1 2026, selling an estimated $6.38K and leaving 795 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #253.

Marks Group Wealth Management first reported a position in MLM in Q4 2019 and has held it in 14 quarters since. The position peaked at $501K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Marks Group Wealth Management held 795 shares of Martin Marietta Materials worth $468K as of Q1 2026.
Marks Group Wealth Management sold 10 Martin Marietta Materials shares in Q1 2026, an estimated $6.38K.
Martin Marietta Materials made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #253 holding.
Marks Group Wealth Management first reported a position in Martin Marietta Materials in Q4 2019 and has held it in 14 quarters since.
Marks Group Wealth Management's Martin Marietta Materials position peaked at $501K in Q4 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.