Mount Yale Investment Advisors’s Martin Marietta Materials MLM Stock Holding History

Mount Yale Investment Advisors’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	$2.87M	Buy	4,870 +3,344	+219%	+$2.13M	0.07%	296
2025 Q4	$950K	Buy	1,526 +764	+100%	+$475K	0.05%	324
2025 Q3	$480K	Sell	762 -81	-10%	-$48.3K	0.03%	427
2025 Q2	$463K	Buy	+843	New	+$446K	0.04%	358
2024 Q4	–	Sell	-710	Closed	-$382K	–	598
2024 Q3	$382K	Sell	710 -64	-8%	-$34.6K	0.04%	380
2024 Q2	$419K	Sell	774 -784	-50%	-$456K	0.03%	375
2024 Q1	$957K	Sell	1,558 -462	-23%	-$252K	0.07%	229
2023 Q4	$1.01M	Buy	2,020 +413	+26%	+$186K	0.1%	202
2023 Q3	$660K	Sell	1,607 -614	-28%	-$271K	0.07%	260
2023 Q2	$1.03M	Buy	2,221 +143	+7%	+$56.4K	0.11%	186
2023 Q1	$738K	Buy	+2,078	New	+$729K	0.08%	242

Other funds holding MLM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Mount Yale Investment Advisors's MLM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Martin Marietta Materials (MLM) stake by 219% in Q1 2026, buying an estimated $2.13M and bringing the position to 4,870 shares worth $2.87M. The position accounts for 0.07% of the portfolio, ranked #296.

Mount Yale Investment Advisors first reported a position in MLM in Q1 2023 and has held it in 11 quarters since. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Mount Yale Investment Advisors held 4,870 shares of Martin Marietta Materials worth $2.87M as of Q1 2026.
Mount Yale Investment Advisors bought 3,344 Martin Marietta Materials shares in Q1 2026, an estimated $2.13M.
Martin Marietta Materials made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #296 holding.
Mount Yale Investment Advisors first reported a position in Martin Marietta Materials in Q1 2023 and has held it in 11 quarters since.
1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.