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Drummond Knight Asset Management’s Martin Marietta Materials MLM Stock Holding History

Drummond Knight Asset 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
2026
Q2 		– Sell
-26,170
Closed -$15.4M – 17
2026
Q1 		$15.4M Sell
26,170
-5,830
-18% -$3.72M 5.45% 10
2025
Q4 		$19.9M Buy
+32,000
New +$19.9M 5.58% 8

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Drummond Knight Asset Management's MLM Position: Q2 2026 in Review

Drummond Knight Asset Management sold out of Martin Marietta Materials (MLM) in Q2 2026, closing a stake of 26,170 shares — an estimated $15.4M sold.

Drummond Knight Asset Management first reported a position in MLM in Q4 2025 and held it in 2 quarters. The position peaked at $19.9M in Q4 2025. 260 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Drummond Knight Asset Management reported no remaining Martin Marietta Materials position as of Q2 2026 after selling out during the quarter.
  • Drummond Knight Asset Management sold 26,170 Martin Marietta Materials shares in Q2 2026, an estimated $15.4M.
  • Drummond Knight Asset Management first reported a position in Martin Marietta Materials in Q4 2025 and held it in 2 quarters.
  • Drummond Knight Asset Management's Martin Marietta Materials position peaked at $19.9M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Drummond Knight Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.