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 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 Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's MLM Position: Q2 2026 in Review

True Wealth Design reduced its Martin Marietta Materials (MLM) stake by 3.2% in Q2 2026, selling an estimated $5.93K and leaving 306 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #135.

True Wealth Design first reported a position in MLM in Q4 2022 and has held it in 15 quarters since. The position peaked at $194K in Q3 2025. 143 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

True Wealth Design held 306 shares of Martin Marietta Materials worth $176K as of Q2 2026.
True Wealth Design sold 10 Martin Marietta Materials shares in Q2 2026, an estimated $5.93K.
Martin Marietta Materials made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #135 holding.
True Wealth Design first reported a position in Martin Marietta Materials in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Martin Marietta Materials position peaked at $194K in Q3 2025.
143 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.