Wealth Enhancement Advisory Services
MLM icon

Wealth Enhancement Advisory Services’s Martin Marietta Materials MLM Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$3.01M Buy
29,077
+888
+3% +$476K ﹤0.01% 1402
2026
Q2 		$3.32M Buy
28,189
+333
+1% +$197K 0.01% 1254
2026
Q1 		$3.6M Buy
27,856
+19,800
+246% +$12.6M 0.01% 1071
2025
Q4 		$5.33M Buy
8,056
+599
+8% +$373K 0.01% 978
2025
Q3 		$4.69M Buy
7,457
+646
+9% +$385K 0.01% 985
2025
Q2 		$3.8M Buy
6,811
+1,652
+32% +$873K 0.01% 1020
2025
Q1 		$2.47M Buy
5,159
+1,505
+41% +$764K ﹤0.01% 1142
2024
Q4 		$1.89M Buy
3,654
+227
+7% +$129K ﹤0.01% 1213
2024
Q3 		$1.84M Buy
3,427
+14
+0.4% +$7.57K ﹤0.01% 1093
2024
Q2 		$1.85M Sell
3,413
-2,309
-40% -$1.34M ﹤0.01% 1014
2024
Q1 		$3.51M Buy
5,722
+881
+18% +$481K 0.01% 764
2023
Q4 		$2.42M Sell
4,841
-229
-5% -$103K 0.01% 848
2023
Q3 		$2.08M Buy
+5,070
New +$2.24M 0.01% 842

Other funds holding MLM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Wealth Enhancement Advisory Services's MLM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Martin Marietta Materials (MLM) stake by 3.2% in Q3 2026, buying an estimated $476K and bringing the position to 29,077 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Wealth Enhancement Advisory Services first reported a position in MLM in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.33M in Q4 2025. 267 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 29,077 shares of Martin Marietta Materials worth $3.01M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 888 Martin Marietta Materials shares in Q3 2026, an estimated $476K.
  • Martin Marietta Materials made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1402 holding.
  • Wealth Enhancement Advisory Services first reported a position in Martin Marietta Materials in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Martin Marietta Materials position peaked at $5.33M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.