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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Triad Wealth Partners's MLM Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in Martin Marietta Materials (MLM) in Q1 2026: 398 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in MLM as recently as Q3 2025.

Triad Wealth Partners first reported a position in MLM in Q2 2024 and has held it in 5 quarters since. The position peaked at $283K in Q4 2024. 1,070 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Triad Wealth Partners held 398 shares of Martin Marietta Materials worth $234K as of Q1 2026.
  • Martin Marietta Materials was a new Triad Wealth Partners position in Q1 2026.
  • Martin Marietta Materials made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #442 holding.
  • Triad Wealth Partners first reported a position in Martin Marietta Materials in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Martin Marietta Materials position peaked at $283K in Q4 2024.
  • 1,070 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.