Taylor Financial Group’s Martin Marietta Materials MLM Stock Holding History

Taylor Financial Group’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 Q3	–	Sell	-475	Closed	-$274K	–	102
2026 Q2	$274K	Hold	475	–	–	0.15%	90
2026 Q1	$280K	Hold	475	–	–	0.17%	88
2025 Q4	$296K	Hold	475	–	–	0.17%	86
2025 Q3	$299K	Hold	475	–	–	0.17%	84
2025 Q2	$261K	Hold	475	–	–	0.16%	85
2025 Q1	$227K	Hold	475	–	–	0.16%	91
2024 Q4	$245K	Hold	475	–	–	0.17%	84
2024 Q3	$256K	Hold	475	–	–	0.18%	86
2024 Q2	$257K	Hold	475	–	–	0.2%	77
2024 Q1	$292K	Hold	475	–	–	0.22%	75
2023 Q4	$237K	Buy	+475	New	+$214K	0.19%	80

Other funds holding MLM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Taylor Financial Group's MLM Position: Q3 2026 in Review

Taylor Financial Group sold out of Martin Marietta Materials (MLM) in Q3 2026, closing a stake of 475 shares — an estimated $274K sold.

Taylor Financial Group first reported a position in MLM in Q4 2023 and held it in 11 quarters. The position peaked at $299K in Q3 2025. 520 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Taylor Financial Group reported no remaining Martin Marietta Materials position as of Q3 2026 after selling out during the quarter.
Taylor Financial Group sold 475 Martin Marietta Materials shares in Q3 2026, an estimated $274K.
Taylor Financial Group first reported a position in Martin Marietta Materials in Q4 2023 and held it in 11 quarters.
Taylor Financial Group's Martin Marietta Materials position peaked at $299K in Q3 2025.
520 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.