Physician Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Physician Wealth Advisors’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 Q3	$3.36K	Sell	7 -12	-63%	-$6.43K	﹤0.01%	1305
2026 Q2	$11K	Buy	19 +13	+217%	+$7.71K	﹤0.01%	848
2026 Q1	$3.53K	Sell	6 -13	-68%	-$8.3K	﹤0.01%	1120
2025 Q4	$11.8K	Buy	19 +2	+12%	+$1.24K	﹤0.01%	724
2025 Q3	$10.7K	Buy	17 +15	+750%	+$8.94K	﹤0.01%	736
2025 Q2	$1.1K	Buy	2 +1	+100%	+$529	﹤0.01%	1351
2025 Q1	$479	Buy	+1	New	+$508	﹤0.01%	1367

Other funds holding MLM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Physician Wealth Advisors's MLM Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Martin Marietta Materials (MLM) stake by 63% in Q3 2026, selling an estimated $6.43K and leaving 7 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Physician Wealth Advisors first reported a position in MLM in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.8K in Q4 2025. 186 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Physician Wealth Advisors held 7 shares of Martin Marietta Materials worth $3.36K as of Q3 2026.
Physician Wealth Advisors sold 12 Martin Marietta Materials shares in Q3 2026, an estimated $6.43K.
Martin Marietta Materials made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1305 holding.
Physician Wealth Advisors first reported a position in Martin Marietta Materials in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's Martin Marietta Materials position peaked at $11.8K in Q4 2025.
186 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.