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Bard Financial Services’s Martin Marietta Materials MLM Stock Holding History

Bard Financial Services’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
2025
Q3 		$1.42M Sell
2,250
-50
-2% -$29.8K 0.16% 105
2025
Q2 		$1.26M Sell
2,300
-250
-10% -$132K 0.15% 105
2025
Q1 		$1.22M Sell
2,550
-150
-6% -$76.2K 0.15% 105
2024
Q4 		$1.39M Hold
2,700
– – 0.17% 100
2024
Q3 		$1.45M Sell
2,700
-200
-7% -$108K 0.17% 97
2024
Q2 		$1.57M Sell
2,900
-150
-5% -$87.2K 0.16% 100
2024
Q1 		$1.87M Hold
3,050
– – 0.2% 94
2023
Q4 		$1.52M Hold
3,050
– – 0.17% 98
2023
Q3 		$1.25M Hold
3,050
– – 0.15% 103
2023
Q2 		$1.41M Sell
3,050
-150
-5% -$59.2K 0.11% 142
2023
Q1 		$1.14M Hold
3,200
– – 0.09% 160
2022
Q4 		$1.08M Sell
3,200
-50
-2% -$17.1K 0.09% 158
2022
Q3 		$1.05M Sell
3,250
-50
-2% -$16.9K 0.1% 152
2022
Q2 		$987K Sell
3,300
-75
-2% -$25.6K 0.09% 155
2022
Q1 		$1.3M Sell
3,375
-25
-0.7% -$9.69K 0.11% 133
2021
Q4 		$1.5M Hold
3,400
– – 0.12% 123
2021
Q3 		$1.16M Hold
3,400
– – 0.1% 133
2021
Q2 		$1.2M Buy
3,400
+50
+1% +$17.8K 0.11% 131
2021
Q1 		$1.13M Buy
3,350
+250
+8% +$79.9K 0.11% 129
2020
Q4 		$880K Buy
+3,100
New +$826K 0.09% 143

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Financial Services's MLM Position: Q3 2025 in Review

Bard Financial Services reduced its Martin Marietta Materials (MLM) stake by 2.2% in Q3 2025, selling an estimated $29.8K and leaving 2,250 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #105.

Bard Financial Services first reported a position in MLM in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.87M in Q1 2024. 1,053 funds tracked by Wall St. Rank hold MLM as of Q3 2025.

  • Bard Financial Services held 2,250 shares of Martin Marietta Materials worth $1.42M as of Q3 2025.
  • Bard Financial Services sold 50 Martin Marietta Materials shares in Q3 2025, an estimated $29.8K.
  • Martin Marietta Materials made up 0.16% of Bard Financial Services's portfolio in Q3 2025, its #105 holding.
  • Bard Financial Services first reported a position in Martin Marietta Materials in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Martin Marietta Materials position peaked at $1.87M in Q1 2024.
  • 1,053 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.