Valeo Financial Advisors’s Martin Marietta Materials MLM Stock Holding History

Valeo 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 Q2	$1.67M	Buy	2,899 +495	+21%	+$294K	0.04%	218
2026 Q1	$1.42M	Buy	2,404 +1,497	+165%	+$955K	0.03%	211
2025 Q4	$565K	Buy	907 +205	+29%	+$127K	0.01%	430
2025 Q3	$442K	Sell	702 -179	-20%	-$107K	0.01%	493
2025 Q2	$483K	Buy	881 +1	+0.1%	+$529	0.01%	460
2025 Q1	$421K	Buy	880 +19	+2%	+$9.65K	0.01%	452
2024 Q4	$445K	Buy	861 +43	+5%	+$24.4K	0.01%	436
2024 Q3	$440K	Sell	818 -29	-3%	-$15.7K	0.01%	438
2024 Q2	$459K	Buy	847 +121	+17%	+$70.3K	0.01%	413
2024 Q1	$430K	Sell	726 -534	-42%	-$291K	0.02%	418
2023 Q4	$629K	Buy	1,260 +25	+2%	+$11.3K	0.03%	301
2023 Q3	$507K	Buy	1,235 +202	+20%	+$89.3K	0.02%	331
2023 Q2	$477K	Sell	1,033 -272	-21%	-$107K	0.02%	333
2023 Q1	$463K	Buy	1,305 +364	+39%	+$128K	0.02%	354
2022 Q4	$318K	Buy	941 +175	+23%	+$59.7K	0.02%	375
2022 Q3	$247K	Buy	766 +27	+4%	+$9.14K	0.02%	397
2022 Q2	$221K	Sell	739 -330	-31%	-$113K	0.01%	422
2022 Q1	$411K	Buy	1,069 +347	+48%	+$134K	0.02%	373
2021 Q4	$318K	Sell	722 -281	-28%	-$114K	0.02%	398
2021 Q3	$343K	Buy	1,003 +15	+2%	+$5.46K	0.02%	371
2021 Q2	$348K	Buy	988 +380	+63%	+$135K	0.02%	333
2021 Q1	$204K	Buy	608 +20	+3%	+$6.39K	0.01%	437
2020 Q4	$167K	Sell	588 -16	-3%	-$4.26K	0.01%	450
2020 Q3	$142K	Sell	604 -337	-36%	-$72.9K	0.01%	397
2020 Q2	$194K	Sell	941 -33	-3%	-$6.34K	0.02%	325
2020 Q1	$202K	Sell	974 -15	-2%	-$3.59K	0.02%	300
2019 Q4	$277K	Sell	989 -29	-3%	-$7.73K	0.03%	262
2019 Q3	$279K	Sell	1,018 -52	-5%	-$12.9K	0.03%	236
2019 Q2	$246K	Buy	1,070 +50	+5%	+$10.8K	0.03%	253
2019 Q1	$205K	Buy	1,020 +16	+2%	+$2.99K	0.02%	275
2018 Q4	$173K	Buy	1,004 +15	+2%	+$2.66K	0.02%	280
2018 Q3	$169K	Sell	989 -220	-18%	-$45.4K	0.02%	299
2018 Q2	$243K	Buy	1,209 +866	+252%	+$185K	0.03%	257
2018 Q1	$71K	Sell	343 -180	-34%	-$39K	0.01%	428
2017 Q4	$116K	Buy	523 +313	+149%	+$65.5K	0.02%	317
2017 Q3	$43K	Buy	+210	New	+$44.4K	0.01%	424

Other funds holding MLM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FAM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Valeo Financial Advisors's MLM Position: Q2 2026 in Review

Valeo Financial Advisors increased its Martin Marietta Materials (MLM) stake by 21% in Q2 2026, buying an estimated $294K and bringing the position to 2,899 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #218.

Valeo Financial Advisors first reported a position in MLM in Q3 2017 and has held it in 36 quarters since. 370 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Valeo Financial Advisors held 2,899 shares of Martin Marietta Materials worth $1.67M as of Q2 2026.
Valeo Financial Advisors bought 495 Martin Marietta Materials shares in Q2 2026, an estimated $294K.
Martin Marietta Materials made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #218 holding.
Valeo Financial Advisors first reported a position in Martin Marietta Materials in Q3 2017 and has held it in 36 quarters since.
370 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.