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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

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 $3.37T AUM 44.26% 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

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. 1,072 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.
  • 1,072 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.