Position in MTRN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$502,589
+$242,075 QoQ
Shares Held
1,690
-6.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#226
of 400 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTRN Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Whalen Wealth Management Inc. holds $977,665 across 2 Other Industrial Metals & Mining names. MTRN ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTRN |
MATERION Corp
This page
|
1,690 | $502,589 | |
| 2 | MP |
MP Materials Corp. / DE
|
8,482 | $475,076 |
All Filings in MTRN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,589 | 1,690 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $260,514 | 1,801 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||