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SageView Advisory Group’s Martin Marietta Materials MLM Stock Holding History

SageView Advisory 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 		– Sell
-62
Closed -$38.6K – 1714
2025
Q4 		$38.6K Buy
+62
New +$38.6K ﹤0.01% 1183
2024
Q3 		– Sell
-379
Closed -$205K – 543
2024
Q2 		$205K Buy
+379
New +$220K 0.01% 537

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SageView Advisory Group's MLM Position: Q1 2026 in Review

SageView Advisory Group sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 62 shares — an estimated $38.6K sold.

SageView Advisory Group first reported a position in MLM in Q2 2024 and held it in 2 quarters. The position peaked at $205K in Q2 2024. 1,076 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • SageView Advisory Group reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 62 Martin Marietta Materials shares in Q1 2026, an estimated $38.6K.
  • SageView Advisory Group first reported a position in Martin Marietta Materials in Q2 2024 and held it in 2 quarters.
  • SageView Advisory Group's Martin Marietta Materials position peaked at $205K in Q2 2024.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.