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 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 $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

Mowery & Schoenfeld Wealth Management's MLM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Martin Marietta Materials (MLM) stake by 30% in Q1 2026, selling an estimated $1.92K and leaving 7 shares worth $4.12K. The position accounts for 0.01% of the portfolio, ranked #294.

Mowery & Schoenfeld Wealth Management first reported a position in MLM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.23K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 7 shares of Martin Marietta Materials worth $4.12K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 3 Martin Marietta Materials shares in Q1 2026, an estimated $1.92K.
Martin Marietta Materials made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #294 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 6 quarters since.
Mowery & Schoenfeld Wealth Management's Martin Marietta Materials position peaked at $6.23K in Q4 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.