FFM
MLM icon

Forum Financial Management’s Martin Marietta Materials MLM Stock Holding History

Forum Financial 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 		$329K Hold
571
– – ﹤0.01% 264
2026
Q1 		$336K Sell
571
-799
-58% -$510K ﹤0.01% 247
2025
Q4 		$853K Sell
1,370
-4
-0.3% -$2.49K 0.01% 289
2025
Q3 		$866K Buy
1,374
+128
+10% +$76.3K 0.01% 272
2025
Q2 		$684K Buy
1,246
+1
+0.1% +$529 0.01% 305
2025
Q1 		$595K Sell
1,245
-1
-0.1% -$508 0.01% 314
2024
Q4 		$644K Buy
1,246
+34
+3% +$19.3K 0.01% 302
2024
Q3 		$652K Hold
1,212
– – 0.01% 261
2024
Q2 		$657K Buy
1,212
+1
+0.1% +$581 0.01% 236
2024
Q1 		$743K Hold
1,211
– – 0.01% 241
2023
Q4 		$604K Sell
1,211
-200
-14% -$90.2K 0.01% 247
2023
Q3 		$579K Hold
1,411
– – 0.01% 248
2023
Q2 		$651K Buy
1,411
+206
+17% +$81.2K 0.01% 234
2023
Q1 		$428K Sell
1,205
-7
-0.6% -$2.46K 0.01% 303
2022
Q4 		$410K Buy
1,212
+3
+0.2% +$1.02K 0.01% 302
2022
Q3 		$389K Hold
1,209
– – 0.02% 278
2022
Q2 		$362K Buy
1,209
+58
+5% +$19.8K 0.02% 303
2022
Q1 		$443K Hold
1,151
– – 0.02% 266
2021
Q4 		$507K Buy
+1,151
New +$467K 0.03% 247

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Forum Financial Management's MLM Position: Q2 2026 in Review

Forum Financial Management held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 571 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Forum Financial Management first reported a position in MLM in Q4 2021 and has held it in 19 quarters since. The position peaked at $866K in Q3 2025. 419 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Forum Financial Management held 571 shares of Martin Marietta Materials worth $329K as of Q2 2026.
  • Forum Financial Management left its Martin Marietta Materials share count unchanged in Q2 2026.
  • Martin Marietta Materials made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #264 holding.
  • Forum Financial Management first reported a position in Martin Marietta Materials in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Martin Marietta Materials position peaked at $866K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.