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Oakwell Private Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Oakwell Private 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 		$206K Sell
350
-1
-0.3% -$638 0.04% 76
2025
Q4 		$219K Buy
351
+1
+0.3% +$622 0.04% 77
2025
Q3 		$221K Buy
+350
New +$209K 0.04% 75

Other funds holding MLM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Oakwell Private Wealth Management's MLM Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Martin Marietta Materials (MLM) stake by 0.28% in Q1 2026, selling an estimated $638 and leaving 350 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #76.

Oakwell Private Wealth Management first reported a position in MLM in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Oakwell Private Wealth Management held 350 shares of Martin Marietta Materials worth $206K as of Q1 2026.
  • Oakwell Private Wealth Management sold 1 Martin Marietta Materials share in Q1 2026, an estimated $638.
  • Martin Marietta Materials made up 0.04% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Oakwell Private Wealth Management first reported a position in Martin Marietta Materials in Q3 2025 and has held it in 3 quarters since.
  • Oakwell Private Wealth Management's Martin Marietta Materials position peaked at $221K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.