MWM
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Mission Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Mission 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 		$446K Buy
773
+281
+57% +$167K 0.01% 724
2026
Q1 		$290K Sell
492
-197
-29% -$126K 0.01% 618
2025
Q4 		$429K Sell
689
-245
-26% -$152K 0.01% 525
2025
Q3 		$589K Sell
934
-122
-12% -$72.7K 0.01% 447
2025
Q2 		$580K Sell
1,056
-2
-0.2% -$1.06K 0.01% 440
2025
Q1 		$506K Buy
+1,058
New +$537K 0.01% 443

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

Mission Wealth Management's MLM Position: Q2 2026 in Review

Mission Wealth Management increased its Martin Marietta Materials (MLM) stake by 57% in Q2 2026, buying an estimated $167K and bringing the position to 773 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #724.

Mission Wealth Management first reported a position in MLM in Q1 2025 and has held it in 6 quarters since. The position peaked at $589K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Mission Wealth Management held 773 shares of Martin Marietta Materials worth $446K as of Q2 2026.
  • Mission Wealth Management bought 281 Martin Marietta Materials shares in Q2 2026, an estimated $167K.
  • Martin Marietta Materials made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #724 holding.
  • Mission Wealth Management first reported a position in Martin Marietta Materials in Q1 2025 and has held it in 6 quarters since.
  • Mission Wealth Management's Martin Marietta Materials position peaked at $589K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.