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TRB Wealth Management’s Martin Marietta Materials MLM Stock Holding History

TRB Wealth Management’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 		$300K Buy
520
+170
+49% +$101K 0.04% 216
2026
Q1 		$206K Buy
+350
New +$223K 0.03% 267

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

TRB Wealth Management's MLM Position: Q2 2026 in Review

TRB Wealth Management increased its Martin Marietta Materials (MLM) stake by 49% in Q2 2026, buying an estimated $101K and bringing the position to 520 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #216.

TRB Wealth Management first reported a position in MLM in Q1 2026 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • TRB Wealth Management held 520 shares of Martin Marietta Materials worth $300K as of Q2 2026.
  • TRB Wealth Management bought 170 Martin Marietta Materials shares in Q2 2026, an estimated $101K.
  • Martin Marietta Materials made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #216 holding.
  • TRB Wealth Management first reported a position in Martin Marietta Materials in Q1 2026 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

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