SWM
MLM icon

Sendero Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Sendero 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
Q1 		$215K Sell
365
-409
-53% -$261K 0.02% 198
2025
Q4 		$482K Buy
774
+3
+0.4% +$1.87K 0.05% 163
2025
Q3 		$486K Sell
771
-7
-0.9% -$4.17K 0.06% 148
2025
Q2 		$427K Hold
778
– – 0.05% 157
2025
Q1 		$372K Buy
+778
New +$395K 0.05% 151

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

Sendero Wealth Management's MLM Position: Q1 2026 in Review

Sendero Wealth Management reduced its Martin Marietta Materials (MLM) stake by 53% in Q1 2026, selling an estimated $261K and leaving 365 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #198.

Sendero Wealth Management first reported a position in MLM in Q1 2025 and has held it in 5 quarters since. The position peaked at $486K in Q3 2025. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Sendero Wealth Management held 365 shares of Martin Marietta Materials worth $215K as of Q1 2026.
  • Sendero Wealth Management sold 409 Martin Marietta Materials shares in Q1 2026, an estimated $261K.
  • Martin Marietta Materials made up 0.02% of Sendero Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Sendero Wealth Management first reported a position in Martin Marietta Materials in Q1 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's Martin Marietta Materials position peaked at $486K in Q3 2025.
  • 1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.