Safe Harbor Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Safe Harbor 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
2025 Q4	$307K	Buy	+465	New	+$289K	0.3%	72

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Safe Harbor Wealth Advisors's MLM Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Martin Marietta Materials (MLM) in Q4 2025: 465 shares worth $307K. The stake represents 0.3% of the portfolio and ranks #72 among its holdings.

1,116 funds tracked by Wall St. Rank hold MLM as of Q4 2025.

Safe Harbor Wealth Advisors held 465 shares of Martin Marietta Materials worth $307K as of Q4 2025.
Martin Marietta Materials was a new Safe Harbor Wealth Advisors position in Q4 2025.
Martin Marietta Materials made up 0.3% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #72 holding.
1,116 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.