Blue Bell Private Wealth Management’s Martin Marietta Materials MLM Stock Holding History

Blue Bell Private Wealth Management’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	–	Sell	-23	Closed	-$12.4K	–	691
2024 Q3	$12.4K	Sell	23 -1	-4%	-$541	﹤0.01%	502
2024 Q2	$13K	Hold	24	–	–	﹤0.01%	493
2024 Q1	$14.7K	Buy	24 +1	+4%	+$546	﹤0.01%	482
2023 Q4	$11.5K	Hold	23	–	–	﹤0.01%	481
2023 Q3	$9.44K	Hold	23	–	–	﹤0.01%	429
2023 Q2	$10.6K	Hold	23	–	–	﹤0.01%	409
2023 Q1	$8.17K	Hold	23	–	–	﹤0.01%	402
2022 Q4	$7.77K	Hold	23	–	–	﹤0.01%	404
2022 Q3	$7K	Hold	23	–	–	﹤0.01%	419
2022 Q2	$7K	Hold	23	–	–	﹤0.01%	446
2022 Q1	$9K	Buy	+23	New	+$8.91K	﹤0.01%	436

Other funds holding MLM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Bell Private Wealth Management's MLM Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of Martin Marietta Materials (MLM) in Q4 2024, closing a stake of 23 shares — an estimated $12.4K sold.

Blue Bell Private Wealth Management first reported a position in MLM in Q1 2022 and held it in 11 quarters. The position peaked at $14.7K in Q1 2024. 993 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

Blue Bell Private Wealth Management reported no remaining Martin Marietta Materials position as of Q4 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 23 Martin Marietta Materials shares in Q4 2024, an estimated $12.4K.
Blue Bell Private Wealth Management first reported a position in Martin Marietta Materials in Q1 2022 and held it in 11 quarters.
Blue Bell Private Wealth Management's Martin Marietta Materials position peaked at $14.7K in Q1 2024.
993 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.