Triad Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

Triad Wealth Partners’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	-398	Closed	-$234K	–	593
2026 Q1	$234K	Buy	+398	New	+$254K	0.02%	442
2025 Q4	–	Sell	-390	Closed	-$246K	–	474
2025 Q3	$246K	Buy	390 +4	+1%	+$2.38K	0.03%	323
2025 Q2	$212K	Buy	+386	New	+$204K	0.04%	274
2025 Q1	–	Sell	-548	Closed	-$283K	–	218
2024 Q4	$283K	Buy	+548	New	+$311K	0.1%	143
2024 Q3	–	Sell	-407	Closed	-$221K	–	569
2024 Q2	$221K	Buy	+407	New	+$237K	0.12%	89

Other funds holding MLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Triad Wealth Partners's MLM Position: Q2 2026 in Review

Triad Wealth Partners sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 398 shares — an estimated $234K sold.

Triad Wealth Partners first reported a position in MLM in Q2 2024 and held it in 5 quarters. The position peaked at $283K in Q4 2024. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Triad Wealth Partners reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 398 Martin Marietta Materials shares in Q2 2026, an estimated $234K.
Triad Wealth Partners first reported a position in Martin Marietta Materials in Q2 2024 and held it in 5 quarters.
Triad Wealth Partners's Martin Marietta Materials position peaked at $283K in Q4 2024.
1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.