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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's MLM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 333 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #487.

Pinnacle Wealth Planning Services first reported a position in MLM in Q4 2020 and has held it in 9 quarters since. The position peaked at $290K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Pinnacle Wealth Planning Services held 333 shares of Martin Marietta Materials worth $196K as of Q1 2026.
Pinnacle Wealth Planning Services left its Martin Marietta Materials share count unchanged in Q1 2026.
Martin Marietta Materials made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #487 holding.
Pinnacle Wealth Planning Services first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Martin Marietta Materials position peaked at $290K in Q1 2024.
1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.