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

SFMG 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
Q1 		$610K Hold
1,037
– – 0.04% 161
2025
Q4 		$646K Hold
1,037
– – 0.04% 153
2025
Q3 		$654K Hold
1,037
– – 0.05% 143
2025
Q2 		$569K Buy
1,037
+13
+1% +$6.87K 0.04% 140
2025
Q1 		$490K Hold
1,024
– – 0.04% 152
2024
Q4 		$529K Hold
1,024
– – 0.04% 142
2024
Q3 		$551K Hold
1,024
– – 0.04% 133
2024
Q2 		$555K Hold
1,024
– – 0.05% 127
2024
Q1 		$629K Buy
1,024
+2
+0.2% +$1.09K 0.05% 119
2023
Q4 		$510K Sell
1,022
-1
-0.1% -$451 0.05% 137
2023
Q3 		$420K Buy
1,023
+1
+0.1% +$442 0.04% 147
2023
Q2 		$472K Sell
1,022
-8
-0.8% -$3.15K 0.05% 133
2023
Q1 		$366K Buy
1,030
+36
+4% +$12.6K 0.04% 159
2022
Q4 		$336K Hold
994
– – 0.04% 170
2022
Q3 		$310K Sell
994
-28
-3% -$9.48K 0.04% 168
2022
Q2 		$306K Buy
1,022
+28
+3% +$9.55K 0.04% 178
2022
Q1 		$383K Sell
994
-51
-5% -$19.8K 0.04% 171
2021
Q4 		$460K Sell
1,045
-35
-3% -$14.2K 0.04% 160
2021
Q3 		$369K Sell
1,080
-30
-3% -$10.9K 0.04% 174
2021
Q2 		$391K Hold
1,110
– – 0.04% 173
2021
Q1 		$373K Sell
1,110
-56
-5% -$17.9K 0.04% 169
2020
Q4 		$331K Sell
1,166
-27
-2% -$7.19K 0.04% 160
2020
Q3 		$281K Sell
1,193
-69
-5% -$14.9K 0.04% 141
2020
Q2 		$261K Hold
1,262
– – 0.04% 136
2020
Q1 		$239K Sell
1,262
-884
-41% -$211K 0.04% 113
2019
Q4 		$600K Sell
2,146
-6
-0.3% -$1.6K 0.07% 95
2019
Q3 		$590K Sell
2,152
-50
-2% -$12.4K 0.08% 80
2019
Q2 		$493K Sell
2,202
-93
-4% -$20.1K 0.07% 92
2019
Q1 		$462K Hold
2,295
– – 0.07% 87
2018
Q4 		$394K Sell
2,295
-82
-3% -$14.6K 0.06% 90
2018
Q3 		$422K Sell
2,377
-8
-0.3% -$1.65K 0.06% 81
2018
Q2 		$533K Hold
2,385
– – 0.09% 68
2018
Q1 		$494K Sell
2,385
-17
-0.7% -$3.69K 0.08% 71
2017
Q4 		$531K Sell
2,402
-7
-0.3% -$1.47K 0.09% 69
2017
Q3 		$497K Sell
2,409
-10
-0.4% -$2.11K 0.1% 67
2017
Q2 		$538K Buy
2,419
+1,109
+85% +$251K 0.11% 59
2017
Q1 		$286K Sell
1,310
-316
-19% -$69.7K 0.06% 91
2016
Q4 		$360K Sell
1,626
-278
-15% -$57.1K 0.08% 73
2016
Q3 		$341K Sell
1,904
-3,455
-64% -$660K 0.07% 76
2016
Q2 		$1.03M Sell
5,359
-12,000
-69% -$2.15M 0.23% 46
2016
Q1 		$2.77M Sell
17,359
-9
-0.1% -$1.24K 0.61% 20
2015
Q4 		$2.37M Sell
17,368
-7
-0% -$1.06K 0.54% 20
2015
Q3 		$2.64M Sell
17,375
-60
-0.3% -$9.71K 0.64% 19
2015
Q2 		$2.47M Sell
17,435
-15,055
-46% -$2.19M 0.55% 19
2015
Q1 		$4.54M Buy
32,490
+15,985
+97% +$2.05M 0.37% 25
2014
Q4 		$1.82M Sell
16,505
-9
-0.1% -$1.06K 0.41% 29
2014
Q3 		$2.13M Buy
+16,514
New +$2.13M 0.67% 19

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

SFMG Wealth Advisors's MLM Position: Q1 2026 in Review

SFMG Wealth Advisors held its Martin Marietta Materials (MLM) position steady in Q1 2026 at 1,037 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #161.

SFMG Wealth Advisors first reported a position in MLM in Q3 2014 and has held it in 47 quarters since. The position peaked at $4.54M in Q1 2015. 1,071 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • SFMG Wealth Advisors held 1,037 shares of Martin Marietta Materials worth $610K as of Q1 2026.
  • SFMG Wealth Advisors left its Martin Marietta Materials share count unchanged in Q1 2026.
  • Martin Marietta Materials made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #161 holding.
  • SFMG Wealth Advisors first reported a position in Martin Marietta Materials in Q3 2014 and has held it in 47 quarters since.
  • SFMG Wealth Advisors's Martin Marietta Materials position peaked at $4.54M in Q1 2015.
  • 1,071 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.