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

Spire 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
Q2 		$205K Sell
355
-1
-0.3% -$593 0.01% 775
2026
Q1 		$209K Sell
356
-937
-72% -$598K 0.01% 765
2025
Q4 		$805K Buy
1,293
+438
+51% +$272K 0.03% 438
2025
Q3 		$539K Buy
855
+1
+0.1% +$596 0.02% 506
2025
Q2 		$469K Sell
854
-396
-32% -$209K 0.02% 525
2025
Q1 		$598K Buy
1,250
+488
+64% +$248K 0.02% 524
2024
Q4 		$393K Buy
762
+9
+1% +$5.11K 0.01% 634
2024
Q3 		$405K Sell
753
-16
-2% -$8.65K 0.01% 564
2024
Q2 		$417K Sell
769
-41
-5% -$23.8K 0.01% 528
2024
Q1 		$497K Buy
810
+22
+3% +$12K 0.01% 512
2023
Q4 		$399K Buy
788
+321
+69% +$145K 0.01% 570
2023
Q3 		$192K Buy
467
+51
+12% +$22.6K 0.01% 721
2023
Q2 		$192K Hold
416
– – 0.01% 728
2023
Q1 		$148K Buy
416
+283
+213% +$99.3K 0.01% 827
2022
Q4 		$45K Sell
133
-12
-8% -$4.09K ﹤0.01% 1024
2022
Q3 		$47K Sell
145
-422
-74% -$143K ﹤0.01% 971
2022
Q2 		$170K Sell
567
-887
-61% -$303K 0.01% 820
2022
Q1 		$560K Buy
1,454
+216
+17% +$83.7K 0.02% 538
2021
Q4 		$546K Buy
1,238
+326
+36% +$132K 0.01% 668
2021
Q3 		$312K Buy
912
+71
+8% +$25.8K 0.01% 738
2021
Q2 		$296K Buy
841
+333
+66% +$119K 0.01% 773
2021
Q1 		$171K Buy
+508
New +$162K ﹤0.01% 1133

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
SC
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
GI
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

Spire Wealth Management's MLM Position: Q2 2026 in Review

Spire Wealth Management reduced its Martin Marietta Materials (MLM) stake by 0.28% in Q2 2026, selling an estimated $593 and leaving 355 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #775.

Spire Wealth Management first reported a position in MLM in Q1 2021 and has held it in 22 quarters since. The position peaked at $805K in Q4 2025. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Spire Wealth Management held 355 shares of Martin Marietta Materials worth $205K as of Q2 2026.
  • Spire Wealth Management sold 1 Martin Marietta Materials share in Q2 2026, an estimated $593.
  • Martin Marietta Materials made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #775 holding.
  • Spire Wealth Management first reported a position in Martin Marietta Materials in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Martin Marietta Materials position peaked at $805K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.