PDS Planning’s Martin Marietta Materials MLM Stock Holding History

PDS Planning’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	$326K	Sell	554 -5	-0.9%	-$3.19K	0.02%	372
2025 Q4	$348K	Buy	559 +20	+4%	+$12.4K	0.02%	340
2025 Q3	$340K	Buy	539 +2	+0.4%	+$1.19K	0.02%	338
2025 Q2	$295K	Buy	537 +85	+19%	+$44.9K	0.02%	358
2025 Q1	$216K	Buy	452 +21	+5%	+$10.7K	0.02%	414
2024 Q4	$223K	Buy	431 +9	+2%	+$5.11K	0.02%	376
2024 Q3	$227K	Sell	422 -2	-0.5%	-$1.08K	0.02%	377
2024 Q2	$230K	Sell	424 -4	-0.9%	-$2.33K	0.02%	332
2024 Q1	$263K	Buy	428 +12	+3%	+$6.55K	0.03%	290
2023 Q4	$208K	Buy	+416	New	+$188K	0.02%	330

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

PDS Planning's MLM Position: Q1 2026 in Review

PDS Planning reduced its Martin Marietta Materials (MLM) stake by 0.89% in Q1 2026, selling an estimated $3.19K and leaving 554 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #372.

PDS Planning first reported a position in MLM in Q4 2023 and has held it in 10 quarters since. The position peaked at $348K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

PDS Planning held 554 shares of Martin Marietta Materials worth $326K as of Q1 2026.
PDS Planning sold 5 Martin Marietta Materials shares in Q1 2026, an estimated $3.19K.
Martin Marietta Materials made up 0.02% of PDS Planning's portfolio in Q1 2026, its #372 holding.
PDS Planning first reported a position in Martin Marietta Materials in Q4 2023 and has held it in 10 quarters since.
PDS Planning's Martin Marietta Materials position peaked at $348K in Q4 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.