Modera Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Modera 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	$217K	Hold	376	–	–	﹤0.01%	618
2026 Q1	$221K	Sell	376 -21	-5%	-$13.4K	﹤0.01%	592
2025 Q4	$247K	Sell	397 -6	-1%	-$3.73K	﹤0.01%	585
2025 Q3	$254K	Buy	403 +2	+0.5%	+$1.19K	﹤0.01%	576
2025 Q2	$220K	Buy	+401	New	+$212K	﹤0.01%	605
2025 Q1	–	Sell	-431	Closed	-$222K	–	630
2024 Q4	$222K	Buy	431 +17	+4%	+$9.64K	﹤0.01%	575
2024 Q3	$223K	Hold	414	–	–	﹤0.01%	560
2024 Q2	$224K	Buy	414 +1	+0.2%	+$581	﹤0.01%	526
2024 Q1	$254K	Buy	+413	New	+$225K	﹤0.01%	509

Other funds holding MLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Modera Wealth Management held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 376 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Modera Wealth Management first reported a position in MLM in Q1 2024 and has held it in 9 quarters since. The position peaked at $254K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Modera Wealth Management held 376 shares of Martin Marietta Materials worth $217K as of Q2 2026.
Modera Wealth Management left its Martin Marietta Materials share count unchanged in Q2 2026.
Martin Marietta Materials made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #618 holding.
Modera Wealth Management first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 9 quarters since.
Modera Wealth Management's Martin Marietta Materials position peaked at $254K in Q3 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.