Provenance Wealth Advisors
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Provenance Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Provenance 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
2026
Q3 		$10.6K Buy
22
+19
+633% +$10.2K ﹤0.01% 1245
2026
Q2 		$1.73K Buy
+3
New +$1.78K ﹤0.01% 459

Other funds holding MLM

Principal Financial Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Provenance Wealth Advisors's MLM Position: Q3 2026 in Review

Provenance Wealth Advisors increased its Martin Marietta Materials (MLM) stake by 633% in Q3 2026, buying an estimated $10.2K and bringing the position to 22 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Provenance Wealth Advisors first reported a position in MLM in Q2 2026 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • Provenance Wealth Advisors held 22 shares of Martin Marietta Materials worth $10.6K as of Q3 2026.
  • Provenance Wealth Advisors bought 19 Martin Marietta Materials shares in Q3 2026, an estimated $10.2K.
  • Martin Marietta Materials made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #1245 holding.
  • Provenance Wealth Advisors first reported a position in Martin Marietta Materials in Q2 2026 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.