Planning Strategies’s Martin Marietta Materials MLM Stock Holding History

Planning Strategies’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	$480	Buy	+1	New	+$536	﹤0.01%	941

Other funds holding MLM

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Planning Strategies's MLM Position: Q3 2026 in Review

Planning Strategies opened a new position in Martin Marietta Materials (MLM) in Q3 2026: 1 share worth $480. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

11 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Planning Strategies held 1 share of Martin Marietta Materials worth $480 as of Q3 2026.
Martin Marietta Materials was a new Planning Strategies position in Q3 2026.
Martin Marietta Materials made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #941 holding.
11 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.