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Strategic Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

Strategic Wealth Partners’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 		$130K Sell
226
-2
-0.9% -$1.19K 0.01% 360
2026
Q1 		$134K Buy
228
+2
+0.9% +$1.28K 0.01% 356
2025
Q4 		$141K Sell
226
-74
-25% -$46K 0.01% 364
2025
Q3 		$189K Sell
300
-1,774
-86% -$1.06M 0.01% 340
2025
Q2 		$1.14M Buy
+2,074
New +$1.1M 0.09% 145
2024
Q4 		$1.09M Buy
2,046
+289
+16% +$164K 0.09% 140
2024
Q3 		$946K Buy
1,757
+741
+73% +$401K 0.09% 149
2024
Q2 		$550K Buy
1,016
+531
+109% +$309K 0.06% 187
2024
Q1 		$298K Buy
+485
New +$265K 0.03% 233

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 $3.37T AUM 44.26% 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

Strategic Wealth Partners's MLM Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Martin Marietta Materials (MLM) stake by 0.88% in Q2 2026, selling an estimated $1.19K and leaving 226 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #360.

Strategic Wealth Partners first reported a position in MLM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q2 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Strategic Wealth Partners held 226 shares of Martin Marietta Materials worth $130K as of Q2 2026.
  • Strategic Wealth Partners sold 2 Martin Marietta Materials shares in Q2 2026, an estimated $1.19K.
  • Martin Marietta Materials made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #360 holding.
  • Strategic Wealth Partners first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 9 quarters since.
  • Strategic Wealth Partners's Martin Marietta Materials position peaked at $1.14M in Q2 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.