WR Wealth Planners’s Martin Marietta Materials MLM Stock Holding History

WR Wealth Planners’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
2024 Q4	$15K	Buy	29 +1	+4%	+$567	﹤0.01%	528
2024 Q3	$15.1K	Hold	28	–	–	﹤0.01%	561
2024 Q2	$15.2K	Buy	28 +2	+8%	+$1.16K	﹤0.01%	502
2024 Q1	$16K	Buy	+26	New	+$14.2K	0.01%	497
2023 Q4	–	Sell	-24	Closed	-$9.85K	–	592
2023 Q3	$9.85K	Hold	24	–	–	﹤0.01%	565
2023 Q2	$11.1K	Buy	24 +14	+140%	+$5.52K	﹤0.01%	532
2023 Q1	$3.55K	Buy	+10	New	+$3.51K	﹤0.01%	727

Other funds holding MLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's MLM Position: Q4 2024 in Review

WR Wealth Planners increased its Martin Marietta Materials (MLM) stake by 3.6% in Q4 2024, buying an estimated $567 and bringing the position to 29 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

WR Wealth Planners first reported a position in MLM in Q1 2023 and has held it in 7 quarters since. The position peaked at $16K in Q1 2024. 991 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

WR Wealth Planners held 29 shares of Martin Marietta Materials worth $15K as of Q4 2024.
WR Wealth Planners bought 1 Martin Marietta Materials share in Q4 2024, an estimated $567.
Martin Marietta Materials made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #528 holding.
WR Wealth Planners first reported a position in Martin Marietta Materials in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Martin Marietta Materials position peaked at $16K in Q1 2024.
991 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.