Wealthspire Advisors (New York)’s Martin Marietta Materials MLM Stock Holding History

Wealthspire Advisors (New York)’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	$204K	Sell	346 -215	-38%	-$137K	﹤0.01%	862
2025 Q4	$350K	Buy	561 +92	+20%	+$57.2K	﹤0.01%	739
2025 Q3	$296K	Sell	469 -145	-24%	-$86.4K	﹤0.01%	673
2025 Q2	$337K	Sell	614 -493	-45%	-$261K	﹤0.01%	635
2025 Q1	$529K	Sell	1,107 -21	-2%	-$10.7K	﹤0.01%	499
2024 Q4	$583K	Buy	1,128 +179	+19%	+$102K	0.01%	474
2024 Q3	$511K	Sell	949 -139	-13%	-$75.1K	0.01%	496
2024 Q2	$589K	Buy	1,088 +36	+3%	+$20.9K	0.01%	397
2024 Q1	$646K	Sell	1,052 -99	-9%	-$54K	0.01%	379
2023 Q4	$574K	Buy	1,151 +36	+3%	+$16.2K	0.01%	396
2023 Q3	$458K	Buy	1,115 +144	+15%	+$63.7K	0.01%	408
2023 Q2	$448K	Buy	971 +204	+27%	+$80.5K	0.01%	384
2023 Q1	$272K	Sell	767 -41	-5%	-$14.4K	﹤0.01%	458
2022 Q4	$273K	Buy	808 +43	+6%	+$14.7K	0.01%	475
2022 Q3	$246K	Sell	765 -18	-2%	-$6.09K	0.01%	443
2022 Q2	$234K	Buy	783 +22	+3%	+$7.5K	﹤0.01%	450
2022 Q1	$293K	Sell	761 -96	-11%	-$37.2K	0.01%	351
2021 Q4	$378K	Buy	857 +149	+21%	+$60.4K	0.01%	371
2021 Q3	$242K	Buy	708 +67	+10%	+$24.4K	0.01%	504
2021 Q2	$226K	Sell	641 -575	-47%	-$205K	0.01%	336
2021 Q1	$408K	Buy	+1,216	New	+$388K	0.01%	450
2019 Q1	–	Sell	-29	Closed	-$5K	–	510
2018 Q4	$5K	Buy	+29	New	+$5.15K	﹤0.01%	648

Other funds holding MLM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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 $178B AUM 37.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s MLM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Martin Marietta Materials (MLM) stake by 38% in Q1 2026, selling an estimated $137K and leaving 346 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Wealthspire Advisors (New York) first reported a position in MLM in Q4 2018 and has held it in 22 quarters since. The position peaked at $646K in Q1 2024. 1,073 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Wealthspire Advisors (New York) held 346 shares of Martin Marietta Materials worth $204K as of Q1 2026.
Wealthspire Advisors (New York) sold 215 Martin Marietta Materials shares in Q1 2026, an estimated $137K.
Martin Marietta Materials made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #862 holding.
Wealthspire Advisors (New York) first reported a position in Martin Marietta Materials in Q4 2018 and has held it in 22 quarters since.
Wealthspire Advisors (New York)'s Martin Marietta Materials position peaked at $646K in Q1 2024.
1,073 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.