Mowery & Schoenfeld Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Mowery & Schoenfeld 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	$4.04K	Hold	7	–	–	0.01%	303
2026 Q1	$4.12K	Sell	7 -3	-30%	-$1.92K	0.01%	294
2025 Q4	$6.23K	Buy	10 +3	+43%	+$1.87K	0.01%	300
2025 Q3	$4.41K	Hold	7	–	–	0.01%	296
2025 Q2	$3.84K	Hold	7	–	–	0.01%	295
2025 Q1	$3.35K	Sell	7 -1	-13%	-$508	0.01%	357
2024 Q4	$4.13K	Buy	+8	New	+$4.54K	0.01%	325

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's MLM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 7 shares worth $4.04K. The position accounts for 0.01% of the portfolio, ranked #303.

Mowery & Schoenfeld Wealth Management first reported a position in MLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.23K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 7 shares of Martin Marietta Materials worth $4.04K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Martin Marietta Materials share count unchanged in Q2 2026.
Martin Marietta Materials made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #303 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 7 quarters since.
Mowery & Schoenfeld Wealth Management's Martin Marietta Materials position peaked at $6.23K in Q4 2025.
1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.