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

Jamison 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	-116	Closed	-$62.3K	–	361
2024 Q3	$62.3K	Hold	116	–	–	0.01%	241
2024 Q2	$62.6K	Buy	116 +1	+0.9%	+$581	0.01%	238
2024 Q1	$70.9K	Hold	115	–	–	0.01%	238
2023 Q4	$57.4K	Hold	115	–	–	0.01%	234
2023 Q3	$47.2K	Buy	+115	New	+$50.9K	0.01%	230

Other funds holding MLM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Martin Marietta Materials (MLM) in Q4 2024, closing a stake of 116 shares — an estimated $62.3K sold.

Jamison Private Wealth Management first reported a position in MLM in Q3 2023 and held it in 5 quarters. The position peaked at $70.9K in Q1 2024. 990 funds tracked by Wall St. Rank hold MLM as of Q4 2024.

Jamison Private Wealth Management reported no remaining Martin Marietta Materials position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 116 Martin Marietta Materials shares in Q4 2024, an estimated $62.3K.
Jamison Private Wealth Management first reported a position in Martin Marietta Materials in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Martin Marietta Materials position peaked at $70.9K in Q1 2024.
990 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.