GM
MLM icon

GeoWealth Management’s Martin Marietta Materials MLM Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-263
Closed -$144K – 1041
2025
Q2 		$144K Buy
263
+44
+20% +$23.3K 0.01% 731
2025
Q1 		$105K Sell
219
-94
-30% -$47.7K ﹤0.01% 775
2024
Q4 		$162K Sell
313
-97
-24% -$55K 0.01% 836
2024
Q3 		$221K Buy
410
+12
+3% +$6.49K 0.01% 687
2024
Q2 		$216K Buy
398
+26
+7% +$15.1K 0.01% 658
2024
Q1 		$228K Buy
+372
New +$203K 0.01% 642

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 $3.38T AUM 44.17% 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

GeoWealth Management's MLM Position: Q3 2025 in Review

GeoWealth Management sold out of Martin Marietta Materials (MLM) in Q3 2025, closing a stake of 263 shares — an estimated $144K sold.

GeoWealth Management first reported a position in MLM in Q1 2024 and held it in 6 quarters. The position peaked at $228K in Q1 2024. 1,053 funds tracked by Wall St. Rank hold MLM as of Q3 2025.

  • GeoWealth Management reported no remaining Martin Marietta Materials position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 263 Martin Marietta Materials shares in Q3 2025, an estimated $144K.
  • GeoWealth Management first reported a position in Martin Marietta Materials in Q1 2024 and held it in 6 quarters.
  • GeoWealth Management's Martin Marietta Materials position peaked at $228K in Q1 2024.
  • 1,053 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.