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 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 $20.4B AUM 18.11% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Physician Wealth Advisors's MLM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Martin Marietta Materials (MLM) stake by 217% in Q2 2026, buying an estimated $7.71K and bringing the position to 19 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Physician Wealth Advisors first reported a position in MLM in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.8K in Q4 2025. 182 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Physician Wealth Advisors held 19 shares of Martin Marietta Materials worth $11K as of Q2 2026.
Physician Wealth Advisors bought 13 Martin Marietta Materials shares in Q2 2026, an estimated $7.71K.
Martin Marietta Materials made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #848 holding.
Physician Wealth Advisors first reported a position in Martin Marietta Materials in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Martin Marietta Materials position peaked at $11.8K in Q4 2025.
182 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.