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Phoenix Financial’s Martin Marietta Materials MLM Stock Holding History

Phoenix Financial’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 		$335K Buy
569
+107
+23% +$68.3K ﹤0.01% 362
2025
Q4 		$288K Buy
462
+67
+17% +$41.7K ﹤0.01% 387
2025
Q3 		$249K Buy
+395
New +$235K ﹤0.01% 412
2024
Q4 		– Sell
-108,171
Closed -$58.2M – 390
2024
Q3 		$58.2M Buy
+108,171
New +$58.5M 0.86% 31
2024
Q1 		– Sell
-1,508
Closed -$759K – 455
2023
Q4 		$759K Buy
+1,508
New +$680K 0.01% 223

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

Phoenix Financial's MLM Position: Q1 2026 in Review

Phoenix Financial increased its Martin Marietta Materials (MLM) stake by 23% in Q1 2026, buying an estimated $68.3K and bringing the position to 569 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Phoenix Financial first reported a position in MLM in Q4 2023 and has held it in 5 quarters since. The position peaked at $58.2M in Q3 2024. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Phoenix Financial held 569 shares of Martin Marietta Materials worth $335K as of Q1 2026.
  • Phoenix Financial bought 107 Martin Marietta Materials shares in Q1 2026, an estimated $68.3K.
  • Martin Marietta Materials made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #362 holding.
  • Phoenix Financial first reported a position in Martin Marietta Materials in Q4 2023 and has held it in 5 quarters since.
  • Phoenix Financial's Martin Marietta Materials position peaked at $58.2M in Q3 2024.
  • 1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.