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Prevail Innovative Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Prevail Innovative 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
2025
Q2 		– Sell
-11,818
Closed -$5.65M – 211
2025
Q1 		$5.65M Buy
11,818
+5,229
+79% +$2.66M 1.51% 16
2024
Q4 		$3.4M Buy
+6,589
New +$3.74M 0.99% 36

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prevail Innovative Wealth Advisors's MLM Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q2 2025, closing a stake of 11,818 shares — an estimated $5.65M sold.

Prevail Innovative Wealth Advisors first reported a position in MLM in Q4 2024 and held it in 2 quarters. The position peaked at $5.65M in Q1 2025. 996 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Martin Marietta Materials position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 11,818 Martin Marietta Materials shares in Q2 2025, an estimated $5.65M.
  • Prevail Innovative Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Martin Marietta Materials position peaked at $5.65M in Q1 2025.
  • 996 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.