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United Capital Financial Advisors’s Martin Marietta Materials MLM Stock Holding History

United Capital Financial 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
2026
Q1 		$1.16M Buy
1,963
+166
+9% +$106K 0.01% 705
2025
Q4 		$1.12M Sell
1,797
-394
-18% -$245K 0.01% 699
2025
Q3 		$1.38M Sell
2,191
-26
-1% -$15.5K 0.01% 556
2025
Q2 		$1.22M Buy
2,217
+58
+3% +$30.7K 0.01% 537
2025
Q1 		$1.03M Buy
2,159
+244
+13% +$124K 0.01% 560
2024
Q4 		$989K Buy
1,915
+3
+0.2% +$1.7K 0.01% 551
2024
Q3 		$1.03M Buy
1,912
+201
+12% +$109K 0.01% 534
2024
Q2 		$927K Sell
1,711
-145
-8% -$84.3K 0.01% 546
2024
Q1 		$1.14M Sell
1,856
-201
-10% -$110K 0.01% 531
2023
Q4 		$1.03M Buy
2,057
+472
+30% +$213K 0.01% 557
2023
Q3 		$650K Sell
1,585
-915
-37% -$405K ﹤0.01% 590
2023
Q2 		$1.15M Sell
2,500
-807
-24% -$318K 0.01% 523
2023
Q1 		$1.17M Buy
3,307
+272
+9% +$95.4K 0.01% 539
2022
Q4 		$1.03M Buy
3,035
+280
+10% +$95.5K 0.01% 606
2022
Q3 		$887K Buy
2,755
+566
+26% +$192K 0.01% 637
2022
Q2 		$655K Buy
+2,189
New +$747K ﹤0.01% 728
2020
Q1 		– Sell
-916
Closed -$256K – 1305
2019
Q4 		$256K Buy
916
+644
+237% +$172K ﹤0.01% 1200
2019
Q3 		$75K Buy
+272
New +$67.2K ﹤0.01% 1256

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

United Capital Financial Advisors's MLM Position: Q1 2026 in Review

United Capital Financial Advisors increased its Martin Marietta Materials (MLM) stake by 9.2% in Q1 2026, buying an estimated $106K and bringing the position to 1,963 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #705.

United Capital Financial Advisors first reported a position in MLM in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.38M in Q3 2025. 1,070 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • United Capital Financial Advisors held 1,963 shares of Martin Marietta Materials worth $1.16M as of Q1 2026.
  • United Capital Financial Advisors bought 166 Martin Marietta Materials shares in Q1 2026, an estimated $106K.
  • Martin Marietta Materials made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #705 holding.
  • United Capital Financial Advisors first reported a position in Martin Marietta Materials in Q3 2019 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Martin Marietta Materials position peaked at $1.38M in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.