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Waverly Advisors’s Martin Marietta Materials MLM Stock Holding History

Waverly 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 		$737K Sell
1,277
-240
-16% -$142K ﹤0.01% 999
2026
Q1 		$893K Sell
1,517
-211
-12% -$135K 0.01% 864
2025
Q4 		$1.08M Sell
1,728
-123
-7% -$76.5K 0.01% 737
2025
Q3 		$1.17M Sell
1,851
-199
-10% -$119K 0.01% 605
2025
Q2 		$1.13M Buy
2,050
+86
+4% +$45.5K 0.01% 592
2025
Q1 		$939K Buy
1,964
+923
+89% +$469K 0.01% 620
2024
Q4 		$538K Buy
1,041
+459
+79% +$260K 0.01% 664
2024
Q3 		$313K Buy
582
+67
+13% +$36.2K 0.01% 677
2024
Q2 		$279K Buy
+515
New +$299K 0.01% 686

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waverly Advisors's MLM Position: Q2 2026 in Review

Waverly Advisors reduced its Martin Marietta Materials (MLM) stake by 16% in Q2 2026, selling an estimated $142K and leaving 1,277 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Waverly Advisors first reported a position in MLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q3 2025. 1,076 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Waverly Advisors held 1,277 shares of Martin Marietta Materials worth $737K as of Q2 2026.
  • Waverly Advisors sold 240 Martin Marietta Materials shares in Q2 2026, an estimated $142K.
  • Martin Marietta Materials made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #999 holding.
  • Waverly Advisors first reported a position in Martin Marietta Materials in Q2 2024 and has held it in 9 quarters since.
  • Waverly Advisors's Martin Marietta Materials position peaked at $1.17M in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.