Pinnacle Wealth Planning Services’s Martin Marietta Materials MLM Stock Holding History

Pinnacle Wealth Planning Services’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	$194K	Buy	336 +3	+0.9%	+$1.78K	0.02%	534
2026 Q1	$196K	Hold	333	–	–	0.02%	487
2025 Q4	$207K	Buy	333 +10	+3%	+$6.22K	0.02%	452
2025 Q3	$204K	Buy	+323	New	+$193K	0.02%	451
2024 Q4	–	Sell	-457	Closed	-$246K	–	499
2024 Q3	$246K	Sell	457 -15	-3%	-$8.11K	0.03%	371
2024 Q2	$256K	Hold	472	–	–	0.04%	334
2024 Q1	$290K	Hold	472	–	–	0.04%	305
2023 Q4	$235K	Buy	+472	New	+$213K	0.04%	343
2023 Q3	–	Sell	-477	Closed	-$220K	–	472
2023 Q2	$220K	Buy	+477	New	+$188K	0.04%	350
2021 Q1	–	Sell	-34	Closed	-$10K	–	1309
2020 Q4	$10K	Buy	+34	New	+$9.05K	﹤0.01%	1393

Other funds holding MLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's MLM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Martin Marietta Materials (MLM) stake by 0.9% in Q2 2026, buying an estimated $1.78K and bringing the position to 336 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #534.

Pinnacle Wealth Planning Services first reported a position in MLM in Q4 2020 and has held it in 10 quarters since. The position peaked at $290K in Q1 2024. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Pinnacle Wealth Planning Services held 336 shares of Martin Marietta Materials worth $194K as of Q2 2026.
Pinnacle Wealth Planning Services bought 3 Martin Marietta Materials shares in Q2 2026, an estimated $1.78K.
Martin Marietta Materials made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #534 holding.
Pinnacle Wealth Planning Services first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Martin Marietta Materials position peaked at $290K in Q1 2024.
1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.