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John Armitage’s Martin Marietta Materials MLM Stock Holding History

John Armitage’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
Q2 		– Sell
-165,338
Closed -$79.1M – 31
2025
Q1 		$79.1M Buy
165,338
+83,062
+101% +$42.2M 0.91% 25
2024
Q4 		$42.5M Sell
82,276
-122,398
-60% -$69.4M 0.49% 29
2024
Q3 		$110M Buy
+204,674
New +$111M 1.11% 23
2021
Q2 		– Sell
-180,271
Closed -$60.5M – 37
2021
Q1 		$60.5M Sell
180,271
-192,929
-52% -$61.6M 0.32% 35
2020
Q4 		$106M Sell
373,200
-547,300
-59% -$146M 0.6% 30
2020
Q3 		$217M Buy
+920,500
New +$199M 1.34% 27
2020
Q1 		– Sell
-1,241,056
Closed -$347M – 33
2019
Q4 		$347M Sell
1,241,056
-493,917
-28% -$132M 2.48% 19
2019
Q3 		$476M Sell
1,734,973
-410,792
-19% -$102M 3.41% 12
2019
Q2 		$494M Sell
2,145,765
-58,937
-3% -$12.8M 3.61% 11
2019
Q1 		$444M Buy
2,204,702
+636,338
+41% +$119M 3.13% 15
2018
Q4 		$270M Buy
+1,568,364
New +$279M 2.24% 16
2018
Q1 		– Sell
-916,019
Closed -$202M – 35
2017
Q4 		$202M Sell
916,019
-834,361
-48% -$175M 1.77% 25
2017
Q3 		$361M Sell
1,750,380
-217,485
-11% -$46M 3.23% 16
2017
Q2 		$438M Buy
1,967,865
+1,509,258
+329% +$341M 4.39% 10
2017
Q1 		$100M Sell
458,607
-300,946
-40% -$66.4M 1.08% 24
2016
Q4 		$168M Sell
759,553
-245,817
-24% -$50.5M 2.05% 17
2016
Q3 		$180M Sell
1,005,370
-467,582
-32% -$89.3M 2.04% 17
2016
Q2 		$283M Buy
1,472,952
+512,574
+53% +$91.7M 3.17% 10
2016
Q1 		$153M Sell
960,378
-440,587
-31% -$60.6M 1.46% 22
2015
Q4 		$191M Sell
1,400,965
-1,234,755
-47% -$187M 1.98% 21
2015
Q3 		$400M Buy
2,635,720
+737,563
+39% +$119M 4.53% 7
2015
Q2 		$269M Buy
+1,898,157
New +$277M 3.4% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

John Armitage's MLM Position: Q2 2025 in Review

John Armitage sold out of Martin Marietta Materials (MLM) in Q2 2025, closing a stake of 165,338 shares — an estimated $79.1M sold.

John Armitage first reported a position in MLM in Q2 2015 and held it in 22 quarters. The position peaked at $494M in Q2 2019. 998 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

  • John Armitage reported no remaining Martin Marietta Materials position as of Q2 2025 after selling out during the quarter.
  • John Armitage sold 165,338 Martin Marietta Materials shares in Q2 2025, an estimated $79.1M.
  • John Armitage first reported a position in Martin Marietta Materials in Q2 2015 and held it in 22 quarters.
  • John Armitage's Martin Marietta Materials position peaked at $494M in Q2 2019.
  • 998 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on Egerton Capital (UK)'s 13F filing for Q2 2025, filed 12 Aug 2025.