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

Wealth Enhancement Trust 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 		$246K Buy
426
+8
+2% +$4.74K 0.03% 271
2026
Q1 		$246K Buy
418
+369
+753% +$235K 0.03% 261
2025
Q4 		$30.5K Buy
+49
New +$30.5K ﹤0.01% 481

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Wealth Enhancement Trust Services increased its Martin Marietta Materials (MLM) stake by 1.9% in Q2 2026, buying an estimated $4.74K and bringing the position to 426 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #271.

Wealth Enhancement Trust Services first reported a position in MLM in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q1 2026. 759 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Wealth Enhancement Trust Services held 426 shares of Martin Marietta Materials worth $246K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 8 Martin Marietta Materials shares in Q2 2026, an estimated $4.74K.
  • Martin Marietta Materials made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #271 holding.
  • Wealth Enhancement Trust Services first reported a position in Martin Marietta Materials in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Martin Marietta Materials position peaked at $246K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

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