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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Waverly Advisors's MLM Position: Q1 2026 in Review

Waverly Advisors reduced its Martin Marietta Materials (MLM) stake by 12% in Q1 2026, selling an estimated $135K and leaving 1,517 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #864.

Waverly Advisors first reported a position in MLM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Waverly Advisors held 1,517 shares of Martin Marietta Materials worth $893K as of Q1 2026.
Waverly Advisors sold 211 Martin Marietta Materials shares in Q1 2026, an estimated $135K.
Martin Marietta Materials made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #864 holding.
Waverly Advisors first reported a position in Martin Marietta Materials in Q2 2024 and has held it in 8 quarters since.
Waverly Advisors's Martin Marietta Materials position peaked at $1.17M in Q3 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

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