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 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

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

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

FAM

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

CAM

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Waldron Private Wealth's MLM Position: Q2 2026 in Review

Waldron Private Wealth increased its Martin Marietta Materials (MLM) stake by 2.8% in Q2 2026, buying an estimated $5.93K and bringing the position to 371 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #333.

Waldron Private Wealth first reported a position in MLM in Q2 2024 and has held it in 6 quarters since. The position peaked at $267K in Q2 2024. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Waldron Private Wealth held 371 shares of Martin Marietta Materials worth $214K as of Q2 2026.
Waldron Private Wealth bought 10 Martin Marietta Materials shares in Q2 2026, an estimated $5.93K.
Martin Marietta Materials made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #333 holding.
Waldron Private Wealth first reported a position in Martin Marietta Materials in Q2 2024 and has held it in 6 quarters since.
Waldron Private Wealth's Martin Marietta Materials position peaked at $267K in Q2 2024.
260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.