Welch Group
MLM icon

Welch Group’s Martin Marietta Materials MLM Stock Holding History

Welch Group’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 		$460K Sell
959
-40
-4% -$21.4K 0.02% 206
2026
Q2 		$576K Sell
999
-16
-2% -$9.49K 0.02% 173
2026
Q1 		$598K Hold
1,015
– – 0.02% 161
2025
Q4 		$632K Sell
1,015
-20
-2% -$12.4K 0.02% 153
2025
Q3 		$652K Hold
1,035
– – 0.03% 140
2025
Q2 		$568K Hold
1,035
– – 0.02% 143
2025
Q1 		$495K Hold
1,035
– – 0.02% 143
2024
Q4 		$538K Buy
1,035
+7
+0.7% +$3.97K 0.02% 148
2024
Q3 		$553K Buy
1,028
+8
+0.8% +$4.32K 0.02% 138
2024
Q2 		$553K Sell
1,020
-168
-14% -$97.6K 0.03% 136
2024
Q1 		$729K Sell
1,188
-186
-14% -$102K 0.04% 99
2023
Q4 		$686K Buy
1,374
+100
+8% +$45.1K 0.04% 100
2023
Q3 		$523K Hold
1,274
– – 0.03% 105
2023
Q2 		$588K Buy
1,274
+103
+9% +$40.6K 0.03% 95
2023
Q1 		$416K Buy
1,171
+340
+41% +$119K 0.02% 122
2022
Q4 		$281K Hold
831
– – 0.02% 168
2022
Q3 		$268K Hold
831
– – 0.02% 143
2022
Q2 		$249K Hold
831
– – 0.02% 165
2022
Q1 		$320K Hold
831
– – 0.02% 154
2021
Q4 		$366K Hold
831
– – 0.02% 150
2021
Q3 		$284K Hold
831
– – 0.02% 149
2021
Q2 		$292K Buy
831
+40
+5% +$14.2K 0.02% 142
2021
Q1 		$266K Sell
791
-185
-19% -$59.1K 0.02% 154
2020
Q4 		$277K Hold
976
– – 0.02% 125
2020
Q3 		$230K Hold
976
– – 0.02% 131
2020
Q2 		$202K Hold
976
– – 0.02% 126
2020
Q1 		$185K Buy
+976
New +$233K 0.02% 121

Other funds holding MLM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 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

Welch Group's MLM Position: Q3 2026 in Review

Welch Group reduced its Martin Marietta Materials (MLM) stake by 4% in Q3 2026, selling an estimated $21.4K and leaving 959 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #206.

Welch Group first reported a position in MLM in Q1 2020 and has held it in 27 quarters since. The position peaked at $729K in Q1 2024. 344 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • Welch Group held 959 shares of Martin Marietta Materials worth $460K as of Q3 2026.
  • Welch Group sold 40 Martin Marietta Materials shares in Q3 2026, an estimated $21.4K.
  • Martin Marietta Materials made up 0.02% of Welch Group's portfolio in Q3 2026, its #206 holding.
  • Welch Group first reported a position in Martin Marietta Materials in Q1 2020 and has held it in 27 quarters since.
  • Welch Group's Martin Marietta Materials position peaked at $729K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.