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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
Q2 		$641K Buy
1,112
+37
+3% +$21.9K 0.01% 1006
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 $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

Summit Financial's MLM Position: Q2 2026 in Review

Summit Financial increased its Martin Marietta Materials (MLM) stake by 3.4% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,112 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #1006.

Summit Financial first reported a position in MLM in Q1 2024 and has held it in 10 quarters since. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Summit Financial held 1,112 shares of Martin Marietta Materials worth $641K as of Q2 2026.
  • Summit Financial bought 37 Martin Marietta Materials shares in Q2 2026, an estimated $21.9K.
  • Martin Marietta Materials made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1006 holding.
  • Summit Financial first reported a position in Martin Marietta Materials in Q1 2024 and has held it in 10 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.