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Prosperity Financial Group’s Martin Marietta Materials MLM Stock Holding History

Prosperity Financial 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
Q1 		$403K Buy
684
+25
+4% +$16K 0.15% 126
2025
Q4 		$410K Buy
659
+46
+8% +$28.6K 0.15% 120
2025
Q3 		$386K Buy
613
+49
+9% +$29.2K 0.14% 119
2025
Q2 		$310K Sell
564
-8
-1% -$4.23K 0.13% 124
2025
Q1 		$273K Buy
572
+5
+0.9% +$2.54K 0.14% 127
2024
Q4 		$293K Buy
567
+93
+20% +$52.8K 0.15% 120
2024
Q3 		$255K Buy
474
+39
+9% +$21.1K 0.14% 126
2024
Q2 		$236K Buy
435
+50
+13% +$29.1K 0.15% 120
2024
Q1 		$236K Buy
+385
New +$210K 0.15% 124

Other funds holding MLM

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

Prosperity Financial Group's MLM Position: Q1 2026 in Review

Prosperity Financial Group increased its Martin Marietta Materials (MLM) stake by 3.8% in Q1 2026, buying an estimated $16K and bringing the position to 684 shares worth $403K. The position accounts for 0.15% of the portfolio, ranked #126.

Prosperity Financial Group first reported a position in MLM in Q1 2024 and has held it in 9 quarters since. The position peaked at $410K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Prosperity Financial Group held 684 shares of Martin Marietta Materials worth $403K as of Q1 2026.
  • Prosperity Financial Group bought 25 Martin Marietta Materials shares in Q1 2026, an estimated $16K.
  • Martin Marietta Materials made up 0.15% of Prosperity Financial Group's portfolio in Q1 2026, its #126 holding.
  • Prosperity Financial Group first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 9 quarters since.
  • Prosperity Financial Group's Martin Marietta Materials position peaked at $410K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.