Private Wealth Management Group’s Martin Marietta Materials MLM Stock Holding History

Private Wealth Management Group’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	Sell	19 -4	-17%	-$2.37K	﹤0.01%	550
2026 Q1	$13.5K	Buy	23 +5	+28%	+$3.19K	﹤0.01%	440
2025 Q4	$11.2K	Hold	18	–	–	﹤0.01%	477
2025 Q3	$11.3K	Hold	18	–	–	﹤0.01%	472
2025 Q2	$9.88K	Buy	18 +6	+50%	+$3.17K	﹤0.01%	494
2025 Q1	$5.74K	Buy	12 +1	+9%	+$508	﹤0.01%	665
2024 Q4	$5.68K	Hold	11	–	–	﹤0.01%	693
2024 Q3	$5.92K	Hold	11	–	–	﹤0.01%	663
2024 Q2	$5.96K	Hold	11	–	–	﹤0.01%	639
2024 Q1	$6.75K	Hold	11	–	–	﹤0.01%	532
2023 Q4	$5.49K	Buy	+11	New	+$4.96K	﹤0.01%	597

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 $3.38T AUM 44.17% 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

Private Wealth Management Group's MLM Position: Q2 2026 in Review

Private Wealth Management Group reduced its Martin Marietta Materials (MLM) stake by 17% in Q2 2026, selling an estimated $2.37K and leaving 19 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Private Wealth Management Group first reported a position in MLM in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5K in Q1 2026. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Private Wealth Management Group held 19 shares of Martin Marietta Materials worth $11K as of Q2 2026.
Private Wealth Management Group sold 4 Martin Marietta Materials shares in Q2 2026, an estimated $2.37K.
Martin Marietta Materials made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #550 holding.
Private Wealth Management Group first reported a position in Martin Marietta Materials in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Martin Marietta Materials position peaked at $13.5K in Q1 2026.
1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.