Waypoint Wealth Counsel’s Martin Marietta Materials MLM Stock Holding History

Waypoint Wealth Counsel’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	–	Sell	-465	Closed	-$290K	–	267
2025 Q4	$290K	Buy	465 +2	+0.4%	+$1.24K	0.11%	193
2025 Q3	$292K	Buy	463 +8	+2%	+$4.77K	0.12%	174
2025 Q2	$250K	Buy	455 +14	+3%	+$7.4K	0.12%	142
2025 Q1	$211K	Buy	441 +8	+2%	+$4.06K	0.13%	109
2024 Q4	$224K	Hold	433	–	–	0.15%	86
2024 Q3	$233K	Buy	433 +6	+1%	+$3.24K	0.16%	88
2024 Q2	$231K	Sell	427 -1	-0.2%	-$581	0.18%	77
2024 Q1	$263K	Buy	428 +6	+1%	+$3.27K	0.2%	79
2023 Q4	$211K	Buy	+422	New	+$190K	0.18%	87

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

Waypoint Wealth Counsel's MLM Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 465 shares — an estimated $290K sold.

Waypoint Wealth Counsel first reported a position in MLM in Q4 2023 and held it in 9 quarters. The position peaked at $292K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Waypoint Wealth Counsel reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
Waypoint Wealth Counsel sold 465 Martin Marietta Materials shares in Q1 2026, an estimated $290K.
Waypoint Wealth Counsel first reported a position in Martin Marietta Materials in Q4 2023 and held it in 9 quarters.
Waypoint Wealth Counsel's Martin Marietta Materials position peaked at $292K in Q3 2025.
1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.