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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

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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. 1,076 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.
  • 1,076 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.