Waldron Private Wealth’s Martin Marietta Materials MLM Stock Holding History

Waldron Private Wealth’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 Q3	–	Sell	-371	Closed	-$214K	–	356
2026 Q2	$214K	Buy	371 +10	+3%	+$5.93K	0.01%	333
2026 Q1	$213K	Buy	+361	New	+$230K	0.01%	326
2025 Q3	–	Sell	-393	Closed	-$216K	–	317
2025 Q2	$216K	Buy	+393	New	+$208K	0.01%	285
2025 Q1	–	Sell	-488	Closed	-$252K	–	373
2024 Q4	$252K	Sell	488 -1	-0.2%	-$567	0.01%	370
2024 Q3	$263K	Sell	489 -4	-0.8%	-$2.16K	0.01%	347
2024 Q2	$267K	Buy	+493	New	+$287K	0.01%	336

Other funds holding MLM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Waldron Private Wealth's MLM Position: Q3 2026 in Review

Waldron Private Wealth sold out of Martin Marietta Materials (MLM) in Q3 2026, closing a stake of 371 shares — an estimated $214K sold.

Waldron Private Wealth first reported a position in MLM in Q2 2024 and held it in 6 quarters. The position peaked at $267K in Q2 2024. 616 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Waldron Private Wealth reported no remaining Martin Marietta Materials position as of Q3 2026 after selling out during the quarter.
Waldron Private Wealth sold 371 Martin Marietta Materials shares in Q3 2026, an estimated $214K.
Waldron Private Wealth first reported a position in Martin Marietta Materials in Q2 2024 and held it in 6 quarters.
Waldron Private Wealth's Martin Marietta Materials position peaked at $267K in Q2 2024.
616 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.