True Wealth Design
MLM icon

True Wealth Design’s Martin Marietta Materials MLM Stock Holding History

True Wealth Design’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 		$175K Buy
364
+58
+19% +$31.1K 0.04% 142
2026
Q2 		$176K Sell
306
-10
-3% -$5.93K 0.04% 135
2026
Q1 		$186K Buy
316
+9
+3% +$5.74K 0.05% 107
2025
Q4 		$191K Sell
307
-1
-0.3% -$622 0.06% 87
2025
Q3 		$194K Buy
308
+1
+0.3% +$596 0.06% 73
2025
Q2 		$169K Buy
307
+127
+71% +$67.1K 0.06% 63
2025
Q1 		$86.1K Buy
180
+177
+5,900% +$89.9K 0.03% 112
2024
Q4 		$1.55K Buy
3
+1
+50% +$567 ﹤0.01% 808
2024
Q3 		$1.08K Sell
2
-1
-33% -$541 ﹤0.01% 958
2024
Q2 		$1.63K Buy
3
+1
+50% +$581 ﹤0.01% 393
2024
Q1 		$1.23K Buy
2
+1
+100% +$546 ﹤0.01% 418
2023
Q4 		$499 Hold
1
– – ﹤0.01% 472
2023
Q3 		$411 Hold
1
– – ﹤0.01% 467
2023
Q2 		$462 Hold
1
– – ﹤0.01% 459
2023
Q1 		$356 Hold
1
– – ﹤0.01% 603
2022
Q4 		$338 Buy
+1
New +$341 ﹤0.01% 557

Other funds holding MLM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

True Wealth Design's MLM Position: Q3 2026 in Review

True Wealth Design increased its Martin Marietta Materials (MLM) stake by 19% in Q3 2026, buying an estimated $31.1K and bringing the position to 364 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #142.

True Wealth Design first reported a position in MLM in Q4 2022 and has held it in 16 quarters since. The position peaked at $194K in Q3 2025. 253 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • True Wealth Design held 364 shares of Martin Marietta Materials worth $175K as of Q3 2026.
  • True Wealth Design bought 58 Martin Marietta Materials shares in Q3 2026, an estimated $31.1K.
  • Martin Marietta Materials made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #142 holding.
  • True Wealth Design first reported a position in Martin Marietta Materials in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Martin Marietta Materials position peaked at $194K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.