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

SOA 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 Q2	$5.82K	Sell	5,816 -996	-15%	-$591K	﹤0.01%	683
2026 Q1	$6.81K	Hold	6,812	–	–	﹤0.01%	631
2025 Q4	$6.81K	Hold	6,812	–	–	﹤0.01%	641
2025 Q3	$6.81K	Hold	6,812	–	–	﹤0.01%	646
2025 Q2	$6.81K	Sell	6,812 -189	-3%	-$99.9K	﹤0.01%	633
2025 Q1	$7K	Buy	+7,001	New	+$3.56M	﹤0.01%	607
2022 Q2	–	Sell	-1	Closed	–	–	944
2022 Q1	$0	Hold	1	–	–	﹤0.01%	967
2021 Q4	$0	Hold	1	–	–	﹤0.01%	940
2021 Q3	$0	Hold	1	–	–	﹤0.01%	954
2021 Q2	$0	Hold	1	–	–	﹤0.01%	929
2021 Q1	$0	Sell	1 -1	-50%	-$319	﹤0.01%	882
2020 Q4	$0	Buy	+2	New	+$533	﹤0.01%	853

Other funds holding MLM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

SOA Wealth Advisors's MLM Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Martin Marietta Materials (MLM) stake by 15% in Q2 2026, selling an estimated $591K and leaving 5,816 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

SOA Wealth Advisors first reported a position in MLM in Q4 2020 and has held it in 12 quarters since. The position peaked at $7K in Q1 2025. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

SOA Wealth Advisors held 5,816 shares of Martin Marietta Materials worth $5.82K as of Q2 2026.
SOA Wealth Advisors sold 996 Martin Marietta Materials shares in Q2 2026, an estimated $591K.
Martin Marietta Materials made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #683 holding.
SOA Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 12 quarters since.
SOA Wealth Advisors's Martin Marietta Materials position peaked at $7K in Q1 2025.
260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.