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Whipplewood Advisors’s Martin Marietta Materials MLM Stock Holding History

Whipplewood 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
Q2 		$6.92K Sell
12
-22
-65% -$13K ﹤0.01% 281
2026
Q1 		$20K Buy
+34
New +$21.7K 0.01% 397
2025
Q3 		– Sell
-46
Closed -$25.3K – 833
2025
Q2 		$25.3K Sell
46
-384
-89% -$203K 0.01% 422
2025
Q1 		$20.1K Buy
430
+368
+594% +$187K 0.01% 451
2024
Q4 		$32K Buy
+62
New +$35.2K 0.02% 379

Other funds holding MLM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Whipplewood Advisors's MLM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Martin Marietta Materials (MLM) stake by 65% in Q2 2026, selling an estimated $13K and leaving 12 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Whipplewood Advisors first reported a position in MLM in Q4 2024 and has held it in 5 quarters since. The position peaked at $32K in Q4 2024. 453 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Whipplewood Advisors held 12 shares of Martin Marietta Materials worth $6.92K as of Q2 2026.
  • Whipplewood Advisors sold 22 Martin Marietta Materials shares in Q2 2026, an estimated $13K.
  • Martin Marietta Materials made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #281 holding.
  • Whipplewood Advisors first reported a position in Martin Marietta Materials in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Martin Marietta Materials position peaked at $32K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.