SF
MLM icon

Summit Financial’s Martin Marietta Materials MLM Stock Holding History

Summit Financial’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
Q1 		$633K Buy
1,075
+119
+12% +$75.9K 0.01% 931
2025
Q4 		$595K Sell
956
-25
-3% -$15.5K 0.01% 831
2025
Q3 		$618K Buy
981
+191
+24% +$114K 0.01% 820
2025
Q2 		$434K Buy
790
+30
+4% +$15.9K 0.01% 598
2025
Q1 		$363K Buy
760
+29
+4% +$14.7K 0.01% 578
2024
Q4 		$378K Buy
731
+26
+4% +$14.8K 0.01% 492
2024
Q3 		$380K Buy
705
+20
+3% +$10.8K 0.01% 421
2024
Q2 		$371K Buy
685
+324
+90% +$188K 0.02% 375
2024
Q1 		$222K Buy
+361
New +$197K 0.01% 359

Other funds holding MLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Summit Financial's MLM Position: Q1 2026 in Review

Summit Financial increased its Martin Marietta Materials (MLM) stake by 12% in Q1 2026, buying an estimated $75.9K and bringing the position to 1,075 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #931.

Summit Financial first reported a position in MLM in Q1 2024 and has held it in 9 quarters since. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Summit Financial held 1,075 shares of Martin Marietta Materials worth $633K as of Q1 2026.
  • Summit Financial bought 119 Martin Marietta Materials shares in Q1 2026, an estimated $75.9K.
  • Martin Marietta Materials made up 0.01% of Summit Financial's portfolio in Q1 2026, its #931 holding.
  • Summit Financial first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 9 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.