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

Personal CFO Solutions’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
Q2 		$496K Buy
860
+1
+0.1% +$593 0.07% 250
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Personal CFO Solutions's MLM Position: Q2 2026 in Review

Personal CFO Solutions increased its Martin Marietta Materials (MLM) stake by 0.12% in Q2 2026, buying an estimated $593 and bringing the position to 860 shares worth $496K. The position accounts for 0.07% of the portfolio, ranked #250.

Personal CFO Solutions first reported a position in MLM in Q2 2021 and has held it in 21 quarters since. The position peaked at $559K in Q1 2024. 1,073 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Personal CFO Solutions held 860 shares of Martin Marietta Materials worth $496K as of Q2 2026.
  • Personal CFO Solutions bought 1 Martin Marietta Materials share in Q2 2026, an estimated $593.
  • Martin Marietta Materials made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #250 holding.
  • Personal CFO Solutions first reported a position in Martin Marietta Materials in Q2 2021 and has held it in 21 quarters since.
  • Personal CFO Solutions's Martin Marietta Materials position peaked at $559K in Q1 2024.
  • 1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.