Azimuth Capital Investment Management’s Martin Marietta Materials MLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-560	Closed	-$268K	–	302
2025 Q1	$268K	Sell	560 -155	-22%	-$78.7K	0.01%	279
2024 Q4	$369K	Sell	715 -547	-43%	-$310K	0.01%	262
2024 Q3	$679K	Sell	1,262 -41,762	-97%	-$22.6M	0.03%	229
2024 Q2	$23.3M	Sell	43,024 -1,164	-3%	-$676K	0.95%	23
2024 Q1	$27.1M	Sell	44,188 -9,019	-17%	-$4.92M	1.12%	16
2023 Q4	$26.5M	Buy	53,207 +250	+0.5%	+$113K	1.2%	13
2023 Q3	$21.7M	Buy	52,957 +16,566	+46%	+$7.33M	1.07%	20
2023 Q2	$16.8M	Buy	36,391 +13,424	+58%	+$5.29M	0.8%	35
2023 Q1	$8.15M	Sell	22,967 -15,516	-40%	-$5.44M	0.4%	85
2022 Q4	$13M	Sell	38,483 -1,917	-5%	-$654K	0.66%	48
2022 Q3	$13M	Sell	40,400 -204	-0.5%	-$69.1K	0.71%	43
2022 Q2	$12.2M	Buy	+40,604	New	+$13.8M	0.61%	53