Integrated Wealth Concepts LLC
Position in MLM — Martin Marietta Materials Inc
CIK 1737109
WALTHAM, MA
Position in MLM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,181,079
+$1,628,309 QoQ
Shares Held
3,782
+302.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#385
of 1,068 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $5,106,160 across 13 Building Materials names. MLM ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLM |
Martin Marietta Materials Inc
This page
|
3,782 | $2,181,079 | |
| 2 | CRH |
Crh Public Ltd Co
|
12,025 | $1,286,675 | |
| 3 | VMC |
Vulcan Materials CO
|
2,444 | $721,004 | |
| 4 | EXP |
Eagle Materials Inc
|
1,880 | $423,000 | |
| 5 | CX |
Cemex Sab De CV
|
23,918 | $287,016 | |
| 6 | KNF |
Knife River Corp
|
1,807 | $151,155 | |
| 7 | USLM |
United States Lime & Minerals Inc
|
0 | $24,283 | |
| 8 | JHX |
James Hardie Industries plc
|
443 | $11,597 |
All Filings in MLM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,181,079 | 3,782 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $552,770 | 939 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $380,445 | 611 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $519,350 | 824 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $379,635 | 794 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $384,792 | 745 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $420,911 | 782 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $413,393 | 763 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $545,178 | 888 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $441,036 | 884 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $355,065 | 865 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $405,363 | 878 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $294,344 | 829 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $252,801 | 748 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $248,653 | 772 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $223,233 | 746 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $314,070 | 816 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,091,608 | 2,478 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $835,749 | 2,446 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $962,200 | 2,735 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $927,199 | 2,761 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $760,471 | 2,678 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $555,449 | 2,360 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $340,220 | 1,647 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||