U.S. Capital Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

U.S. Capital Wealth Advisors’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
2025 Q3	–	Sell	-1,245	Closed	-$683K	–	958
2025 Q2	$683K	Buy	+1,245	New	+$658K	0.02%	527
2025 Q1	–	Sell	-396	Closed	-$205K	–	878
2024 Q4	$205K	Buy	396 +3	+0.8%	+$1.7K	0.01%	772
2024 Q3	$212K	Sell	393 -39	-9%	-$21.1K	0.01%	660
2024 Q2	$234K	Sell	432 -16	-4%	-$9.3K	0.01%	618
2024 Q1	$275K	Buy	448 +11	+3%	+$6K	0.01%	583
2023 Q4	$218K	Buy	+437	New	+$197K	0.01%	616
2023 Q3	–	Sell	-474	Closed	-$219K	–	666
2023 Q2	$219K	Sell	474 -118	-20%	-$46.5K	0.01%	610
2023 Q1	$210K	Buy	592 +87	+17%	+$30.5K	0.01%	600
2022 Q4	$171K	Buy	+505	New	+$172K	0.01%	641

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's MLM Position: Q3 2025 in Review

U.S. Capital Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q3 2025, closing a stake of 1,245 shares — an estimated $683K sold.

U.S. Capital Wealth Advisors first reported a position in MLM in Q4 2022 and held it in 9 quarters. The position peaked at $683K in Q2 2025. 1,053 funds tracked by Wall St. Rank hold MLM as of Q3 2025.

U.S. Capital Wealth Advisors reported no remaining Martin Marietta Materials position as of Q3 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,245 Martin Marietta Materials shares in Q3 2025, an estimated $683K.
U.S. Capital Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2022 and held it in 9 quarters.
U.S. Capital Wealth Advisors's Martin Marietta Materials position peaked at $683K in Q2 2025.
1,053 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.