Personal CFO Solutions’s Martin Marietta Materials MLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$506K Buy
859
+60
+8% +$38.3K 0.07% 251
2025
Q4
$498K Sell
799
-9
-1% -$5.6K 0.08% 237
2025
Q3
$509K Buy
808
+21
+3% +$12.5K 0.09% 226
2025
Q2
$432K Buy
787
+19
+2% +$10K 0.08% 247
2025
Q1
$367K Sell
768
-32
-4% -$16.3K 0.07% 265
2024
Q4
$413K Sell
800
-2
-0.2% -$1.14K 0.08% 236
2024
Q3
$432K Sell
802
-111
-12% -$60K 0.06% 299
2024
Q2
$495K Buy
913
+2
+0.2% +$1.16K 0.08% 248
2024
Q1
$559K Sell
911
-3
-0.3% -$1.64K 0.09% 223
2023
Q4
$456K Buy
914
+18
+2% +$8.11K 0.08% 248
2023
Q3
$368K Buy
896
+19
+2% +$8.4K 0.07% 274
2023
Q2
$405K Buy
877
+10
+1% +$3.94K 0.08% 253
2023
Q1
$308K Buy
867
+16
+2% +$5.61K 0.06% 303
2022
Q4
$288K Buy
851
+59
+7% +$20.1K 0.06% 310
2022
Q3
$255K Buy
792
+63
+9% +$21.3K 0.06% 290
2022
Q2
$218K Sell
729
-7
-1% -$2.39K 0.05% 369
2022
Q1
$283K Buy
736
+30
+4% +$11.6K 0.06% 350
2021
Q4
$311K Buy
706
+81
+13% +$32.8K 0.06% 313
2021
Q3
$214K Buy
625
+15
+2% +$5.46K 0.04% 404
2021
Q2
$215K Buy
+610
New +$217K 0.04% 397

Other funds holding MLM

Personal CFO Solutions's MLM Position: Q1 2026 in Review

Personal CFO Solutions increased its Martin Marietta Materials (MLM) stake by 7.5% in Q1 2026, buying an estimated $38.3K and bringing the position to 859 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #251.

Personal CFO Solutions first reported a position in MLM in Q2 2021 and has held it in 20 quarters since. The position peaked at $559K in Q1 2024. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Personal CFO Solutions held 859 shares of Martin Marietta Materials worth $506K as of Q1 2026.
  • Personal CFO Solutions bought 60 Martin Marietta Materials shares in Q1 2026, an estimated $38.3K.
  • Martin Marietta Materials made up 0.07% of Personal CFO Solutions's portfolio in Q1 2026, its #251 holding.
  • Personal CFO Solutions first reported a position in Martin Marietta Materials in Q2 2021 and has held it in 20 quarters since.
  • Personal CFO Solutions's Martin Marietta Materials position peaked at $559K in Q1 2024.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.