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Welch & Forbes’s Martin Marietta Materials MLM Stock Holding History

Welch & Forbes’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 		– Sell
-324
Closed -$202K – 376
2025
Q4 		$202K Hold
324
– – ﹤0.01% 371
2025
Q3 		$204K Buy
+324
New +$193K ﹤0.01% 375
2025
Q1 		– Sell
-399
Closed -$206K – 382
2024
Q4 		$206K Buy
+399
New +$226K ﹤0.01% 373

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Welch & Forbes's MLM Position: Q1 2026 in Review

Welch & Forbes sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 324 shares — an estimated $202K sold.

Welch & Forbes first reported a position in MLM in Q4 2024 and held it in 3 quarters. The position peaked at $206K in Q4 2024. 1,074 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Welch & Forbes reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
  • Welch & Forbes sold 324 Martin Marietta Materials shares in Q1 2026, an estimated $202K.
  • Welch & Forbes first reported a position in Martin Marietta Materials in Q4 2024 and held it in 3 quarters.
  • Welch & Forbes's Martin Marietta Materials position peaked at $206K in Q4 2024.
  • 1,074 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.