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Robertson Stephens Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Robertson Stephens Wealth Management’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 		– Sell
-599
Closed -$352K – 660
2026
Q1 		$352K Buy
599
+9
+2% +$5.74K 0.01% 472
2025
Q4 		$368K Hold
590
– – 0.01% 489
2025
Q3 		$372K Sell
590
-7
-1% -$4.17K 0.01% 409
2025
Q2 		$328K Sell
597
-120
-17% -$63.4K 0.01% 438
2025
Q1 		$343K Sell
717
-472
-40% -$240K 0.01% 428
2024
Q4 		$614K Buy
1,189
+268
+29% +$152K 0.02% 332
2024
Q3 		$496K Buy
921
+282
+44% +$152K 0.02% 416
2024
Q2 		$346K Buy
639
+84
+15% +$48.8K 0.02% 392
2024
Q1 		$341K Hold
555
– – 0.02% 405
2023
Q4 		$277K Buy
555
+9
+2% +$4.06K 0.02% 391
2023
Q3 		$224K Hold
546
– – 0.02% 413
2023
Q2 		$252K Buy
+546
New +$215K 0.02% 375
2022
Q2 		– Sell
-606
Closed -$233K – 406
2022
Q1 		$233K Sell
606
-14
-2% -$5.43K 0.02% 356
2021
Q4 		$273K Buy
+620
New +$251K 0.02% 331

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robertson Stephens Wealth Management's MLM Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 599 shares — an estimated $352K sold.

Robertson Stephens Wealth Management first reported a position in MLM in Q4 2021 and held it in 14 quarters. The position peaked at $614K in Q4 2024. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 599 Martin Marietta Materials shares in Q2 2026, an estimated $352K.
  • Robertson Stephens Wealth Management first reported a position in Martin Marietta Materials in Q4 2021 and held it in 14 quarters.
  • Robertson Stephens Wealth Management's Martin Marietta Materials position peaked at $614K in Q4 2024.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.