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Wellspring Financial Advisors’s Martin Marietta Materials MLM Stock Holding History

Wellspring Financial Advisors’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
-343
Closed -$214K – 300
2025
Q4 		$214K Buy
+343
New +$213K 0.02% 255

Other funds holding MLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellspring Financial Advisors's MLM Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 343 shares — an estimated $214K sold.

Wellspring Financial Advisors first reported a position in MLM in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 343 Martin Marietta Materials shares in Q1 2026, an estimated $214K.
  • Wellspring Financial Advisors first reported a position in Martin Marietta Materials in Q4 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's Martin Marietta Materials position peaked at $214K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.