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SYM Financial Corp’s Martin Marietta Materials MLM Stock Holding History

SYM Financial Corp’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 		– Sell
-675
Closed -$397K – 559
2026
Q1 		$397K Buy
675
+28
+4% +$17.9K 0.04% 166
2025
Q4 		$403K Sell
647
-6
-0.9% -$3.73K 0.04% 162
2025
Q3 		$412K Sell
653
-318
-33% -$190K 0.04% 145
2025
Q2 		$533K Buy
971
+128
+15% +$67.7K 0.06% 117
2025
Q1 		$403K Sell
843
-449
-35% -$228K 0.05% 130
2024
Q4 		$667K Buy
+1,292
New +$733K 0.09% 71

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

SYM Financial Corp's MLM Position: Q2 2026 in Review

SYM Financial Corp sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 675 shares — an estimated $397K sold.

SYM Financial Corp first reported a position in MLM in Q4 2024 and held it in 6 quarters. The position peaked at $667K in Q4 2024. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • SYM Financial Corp reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 675 Martin Marietta Materials shares in Q2 2026, an estimated $397K.
  • SYM Financial Corp first reported a position in Martin Marietta Materials in Q4 2024 and held it in 6 quarters.
  • SYM Financial Corp's Martin Marietta Materials position peaked at $667K in Q4 2024.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.