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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's MLM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Martin Marietta Materials (MLM) stake by 1.2% in Q2 2026, buying an estimated $197K and bringing the position to 28,189 shares worth $3.32M. The position accounts for 0.01% of the portfolio, ranked #1254.

Wealth Enhancement Advisory Services first reported a position in MLM in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.33M in Q4 2025. 182 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,189 shares of Martin Marietta Materials worth $3.32M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 333 Martin Marietta Materials shares in Q2 2026, an estimated $197K.
  • Martin Marietta Materials made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1254 holding.
  • Wealth Enhancement Advisory Services first reported a position in Martin Marietta Materials in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Martin Marietta Materials position peaked at $5.33M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.