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Williams Jones Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Williams Jones Wealth Management’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 		$12.5M Buy
21,747
+549
+3% +$326K 0.14% 91
2026
Q1 		$12.5M Sell
21,198
-132
-0.6% -$84.2K 0.15% 83
2025
Q4 		$13.3M Buy
21,330
+291
+1% +$181K 0.15% 83
2025
Q3 		$13.3M Buy
21,039
+463
+2% +$276K 0.15% 85
2025
Q2 		$11.3M Buy
20,576
+462
+2% +$244K 0.14% 93
2025
Q1 		$9.62M Sell
20,114
-14,619
-42% -$7.42M 0.12% 100
2024
Q4 		$17.9M Sell
34,733
-3,585
-9% -$2.03M 0.22% 75
2024
Q3 		$20.6M Buy
38,318
+1,093
+3% +$591K 0.24% 71
2024
Q2 		$20.2M Buy
37,225
+812
+2% +$472K 0.25% 75
2024
Q1 		$22.4M Buy
36,413
+5,648
+18% +$3.08M 0.28% 68
2023
Q4 		$15.3M Buy
30,765
+6,002
+24% +$2.71M 0.21% 79
2023
Q3 		$10.2M Buy
24,763
+10,092
+69% +$4.46M 0.16% 99
2023
Q2 		$6.77M Buy
14,671
+4,564
+45% +$1.8M 0.1% 122
2023
Q1 		$3.59M Buy
10,107
+6,607
+189% +$2.32M 0.06% 154
2022
Q4 		$1.18M Buy
3,500
+120
+4% +$40.9K 0.02% 246
2022
Q3 		$1.09M Buy
3,380
+361
+12% +$122K 0.02% 263
2022
Q2 		$903K Buy
3,019
+398
+15% +$136K 0.01% 287
2022
Q1 		$1.01M Buy
2,621
+2,135
+439% +$827K 0.01% 261
2021
Q4 		$214K Buy
+486
New +$197K ﹤0.01% 457

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Williams Jones Wealth Management's MLM Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Martin Marietta Materials (MLM) stake by 2.6% in Q2 2026, buying an estimated $326K and bringing the position to 21,747 shares worth $12.5M. The position accounts for 0.14% of the portfolio, ranked #91.

Williams Jones Wealth Management first reported a position in MLM in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.4M in Q1 2024. 485 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Williams Jones Wealth Management held 21,747 shares of Martin Marietta Materials worth $12.5M as of Q2 2026.
  • Williams Jones Wealth Management bought 549 Martin Marietta Materials shares in Q2 2026, an estimated $326K.
  • Martin Marietta Materials made up 0.14% of Williams Jones Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Williams Jones Wealth Management first reported a position in Martin Marietta Materials in Q4 2021 and has held it in 19 quarters since.
  • Williams Jones Wealth Management's Martin Marietta Materials position peaked at $22.4M in Q1 2024.
  • 485 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.