WBH Advisory’s Martin Marietta Materials MLM Stock Holding History

WBH Advisory’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	$577K	Hold	1,000	–	–	0.04%	238
2026 Q1	$599K	Sell	1,000 -109	-10%	-$69.6K	0.04%	215
2025 Q4	$691K	Hold	1,109	–	–	0.05%	201
2025 Q3	$699K	Hold	1,109	–	–	0.05%	202
2025 Q2	$609K	Sell	1,109 -8	-0.7%	-$4.23K	0.05%	204
2025 Q1	$534K	Sell	1,117 -1	-0.1%	-$508	0.05%	201
2024 Q4	$577K	Hold	1,118	–	–	0.05%	200
2024 Q3	$602K	Hold	1,118	–	–	0.06%	193
2024 Q2	$606K	Hold	1,118	–	–	0.06%	189
2024 Q1	$686K	Hold	1,118	–	–	0.07%	186
2023 Q4	$558K	Buy	1,118 +1	+0.1%	+$451	0.06%	202
2023 Q3	$459K	Hold	1,117	–	–	0.06%	208
2023 Q2	$516K	Buy	1,117 +8	+0.7%	+$3.15K	0.06%	200
2023 Q1	$394K	Buy	+1,109	New	+$389K	0.05%	227
2022 Q3	$357K	Hold	1,109	–	–	0.05%	218
2022 Q2	$348K	Hold	1,109	–	–	0.05%	234
2022 Q1	$406K	Hold	1,109	–	–	0.05%	228
2021 Q4	$489K	Sell	1,109 -3	-0.3%	-$1.22K	0.06%	225
2021 Q3	$380K	Buy	1,112 +3	+0.3%	+$1.09K	0.05%	222
2021 Q2	$391K	Hold	1,109	–	–	0.06%	202
2021 Q1	$372K	Hold	1,109	–	–	0.06%	202
2020 Q4	$344K	Buy	+1,109	New	+$295K	0.06%	202

Other funds holding MLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

WBH Advisory's MLM Position: Q2 2026 in Review

WBH Advisory held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 1,000 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #238.

WBH Advisory first reported a position in MLM in Q4 2020 and has held it in 22 quarters since. The position peaked at $699K in Q3 2025. 664 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

WBH Advisory held 1,000 shares of Martin Marietta Materials worth $577K as of Q2 2026.
WBH Advisory left its Martin Marietta Materials share count unchanged in Q2 2026.
Martin Marietta Materials made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #238 holding.
WBH Advisory first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 22 quarters since.
WBH Advisory's Martin Marietta Materials position peaked at $699K in Q3 2025.
664 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.