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

SHP 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 		$14.3K Buy
24
+11
+85% +$7.02K ﹤0.01% 811
2025
Q4 		$8.27K Buy
+13
New +$8.09K ﹤0.01% 884

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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 $178B AUM 37.23% 1-Year Est. Return

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

SHP Wealth Management increased its Martin Marietta Materials (MLM) stake by 85% in Q1 2026, buying an estimated $7.02K and bringing the position to 24 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

SHP Wealth Management first reported a position in MLM in Q4 2025 and has held it in 2 quarters since. 1,073 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • SHP Wealth Management held 24 shares of Martin Marietta Materials worth $14.3K as of Q1 2026.
  • SHP Wealth Management bought 11 Martin Marietta Materials shares in Q1 2026, an estimated $7.02K.
  • Martin Marietta Materials made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #811 holding.
  • SHP Wealth Management first reported a position in Martin Marietta Materials in Q4 2025 and has held it in 2 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.