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Perigon Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Perigon 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 		$4.16M Buy
7,069
+2,108
+42% +$1.35M 0.08% 245
2025
Q4 		$3.09M Buy
4,961
+266
+6% +$165K 0.06% 278
2025
Q3 		$2.96M Buy
4,695
+1,201
+34% +$716K 0.06% 274
2025
Q2 		$1.92M Buy
3,494
+117
+3% +$61.8K 0.04% 341
2025
Q1 		$1.61M Sell
3,377
-120
-3% -$60.9K 0.04% 347
2024
Q4 		$1.86M Sell
3,497
-198
-5% -$112K 0.05% 321
2024
Q3 		$1.99M Buy
3,695
+4
+0.1% +$2.16K 0.05% 291
2024
Q2 		$2M Sell
3,691
-144
-4% -$83.7K 0.06% 253
2024
Q1 		$2.35M Sell
3,835
-12
-0.3% -$6.55K 0.07% 231
2023
Q4 		$1.92M Buy
3,847
+123
+3% +$55.4K 0.06% 228
2023
Q3 		$1.53M Sell
3,724
-693
-16% -$306K 0.06% 240
2023
Q2 		$2.04M Buy
4,417
+236
+6% +$93.1K 0.08% 206
2023
Q1 		$1.48M Sell
4,181
-10
-0.2% -$3.51K 0.08% 211
2022
Q4 		$1.42M Sell
4,191
-977
-19% -$333K 0.09% 213
2022
Q3 		$1.66M Sell
5,168
-1,347
-21% -$456K 0.14% 143
2022
Q2 		$1.95M Buy
6,515
+225
+4% +$76.7K 0.16% 127
2022
Q1 		$2.42M Buy
6,290
+1,908
+44% +$739K 0.17% 120
2021
Q4 		$1.93M Buy
4,382
+223
+5% +$90.4K 0.14% 138
2021
Q3 		$1.42M Buy
4,159
+542
+15% +$197K 0.12% 153
2021
Q2 		$1.27M Buy
3,617
+944
+35% +$336K 0.11% 164
2021
Q1 		$898K Buy
2,673
+2,574
+2,600% +$822K 0.09% 196
2020
Q4 		$28K Buy
+99
New +$26.4K ﹤0.01% 925

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

Perigon Wealth Management's MLM Position: Q1 2026 in Review

Perigon Wealth Management increased its Martin Marietta Materials (MLM) stake by 42% in Q1 2026, buying an estimated $1.35M and bringing the position to 7,069 shares worth $4.16M. The position accounts for 0.08% of the portfolio, ranked #245.

Perigon Wealth Management first reported a position in MLM in Q4 2020 and has held it in 22 quarters since. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Perigon Wealth Management held 7,069 shares of Martin Marietta Materials worth $4.16M as of Q1 2026.
  • Perigon Wealth Management bought 2,108 Martin Marietta Materials shares in Q1 2026, an estimated $1.35M.
  • Martin Marietta Materials made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #245 holding.
  • Perigon Wealth Management first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 22 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.