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Tred Avon Family Wealth’s Martin Marietta Materials MLM Stock Holding History

Tred Avon Family Wealth’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 		$241K Hold
418
– – 0.07% 250
2026
Q1 		$246K Sell
418
-3
-0.7% -$1.92K 0.08% 244
2025
Q4 		$262K Sell
421
-3
-0.7% -$1.87K 0.09% 226
2025
Q3 		$267K Buy
+424
New +$253K 0.09% 217

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's MLM Position: Q2 2026 in Review

Tred Avon Family Wealth held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 418 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #250.

Tred Avon Family Wealth first reported a position in MLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $267K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Tred Avon Family Wealth held 418 shares of Martin Marietta Materials worth $241K as of Q2 2026.
  • Tred Avon Family Wealth left its Martin Marietta Materials share count unchanged in Q2 2026.
  • Martin Marietta Materials made up 0.07% of Tred Avon Family Wealth's portfolio in Q2 2026, its #250 holding.
  • Tred Avon Family Wealth first reported a position in Martin Marietta Materials in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Martin Marietta Materials position peaked at $267K in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.