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Prospera Financial Services’s Martin Marietta Materials MLM Stock Holding History

Prospera Financial 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 		$253K Buy
439
+22
+5% +$13K ﹤0.01% 1305
2026
Q1 		$246K Buy
417
+29
+7% +$18.5K ﹤0.01% 1278
2025
Q4 		$243K Sell
388
-253
-39% -$157K ﹤0.01% 1219
2025
Q3 		$405K Sell
641
-44
-6% -$26.2K 0.01% 1025
2025
Q2 		$377K Sell
685
-83
-11% -$43.9K 0.01% 1018
2025
Q1 		$368K Sell
768
-65
-8% -$33K 0.01% 906
2024
Q4 		$431K Hold
833
– – 0.01% 794
2024
Q3 		$449K Buy
833
+296
+55% +$160K 0.01% 761
2024
Q2 		$291K Buy
537
+38
+8% +$22.1K 0.01% 931
2024
Q1 		$307K Buy
499
+21
+4% +$11.5K 0.01% 894
2023
Q4 		$238K Buy
+478
New +$215K 0.01% 932
2022
Q2 		– Sell
-138
Closed -$53K – 2214
2022
Q1 		$53K Buy
+138
New +$53.5K ﹤0.01% 1355
2021
Q4 		– Sell
-883
Closed -$302K – 889
2021
Q3 		$302K Buy
883
+25
+3% +$9.09K 0.02% 659
2021
Q2 		$302K Buy
+858
New +$306K 0.02% 654
2020
Q4 		– Sell
-200
Closed -$47K – 1211
2020
Q3 		$47K Buy
+200
New +$43.3K 0.02% 638
2019
Q2 		– Sell
-1,118
Closed -$230K – 526
2019
Q1 		$230K Buy
+1,118
New +$209K 0.08% 282
2017
Q1 		– Sell
-1,370
Closed -$310K – 408
2016
Q4 		$310K Buy
+1,370
New +$282K 0.06% 263

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Prospera Financial Services's MLM Position: Q2 2026 in Review

Prospera Financial Services increased its Martin Marietta Materials (MLM) stake by 5.3% in Q2 2026, buying an estimated $13K and bringing the position to 439 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Prospera Financial Services first reported a position in MLM in Q4 2016 and has held it in 17 quarters since. The position peaked at $449K in Q3 2024. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Prospera Financial Services held 439 shares of Martin Marietta Materials worth $253K as of Q2 2026.
  • Prospera Financial Services bought 22 Martin Marietta Materials shares in Q2 2026, an estimated $13K.
  • Martin Marietta Materials made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1305 holding.
  • Prospera Financial Services first reported a position in Martin Marietta Materials in Q4 2016 and has held it in 17 quarters since.
  • Prospera Financial Services's Martin Marietta Materials position peaked at $449K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.