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Smallwood Wealth Investment Management’s Martin Marietta Materials MLM Stock Holding History

Smallwood Wealth Investment 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
Q2 		$1.15K Sell
2
-3
-60% -$1.78K ﹤0.01% 428
2026
Q1 		$2.94K Hold
5
– – ﹤0.01% 395
2025
Q4 		$3.11K Buy
5
+3
+150% +$1.87K ﹤0.01% 377
2025
Q3 		$1.26K Buy
+2
New +$1.19K ﹤0.01% 422

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Smallwood Wealth Investment Management's MLM Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Martin Marietta Materials (MLM) stake by 60% in Q2 2026, selling an estimated $1.78K and leaving 2 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Smallwood Wealth Investment Management first reported a position in MLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.11K in Q4 2025. 377 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Smallwood Wealth Investment Management held 2 shares of Martin Marietta Materials worth $1.15K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 3 Martin Marietta Materials shares in Q2 2026, an estimated $1.78K.
  • Martin Marietta Materials made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #428 holding.
  • Smallwood Wealth Investment Management first reported a position in Martin Marietta Materials in Q3 2025 and has held it in 4 quarters since.
  • Smallwood Wealth Investment Management's Martin Marietta Materials position peaked at $3.11K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.