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Kestra Investment Management’s Martin Marietta Materials MLM Stock Holding History

Kestra Investment 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
Q2 		– Sell
-55
Closed -$26.3K – 888
2025
Q1 		$26.3K Sell
55
-12
-18% -$6.09K ﹤0.01% 532
2024
Q4 		$34.8K Buy
+67
New +$38K ﹤0.01% 610

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 $3.38T 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
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

Kestra Investment Management's MLM Position: Q2 2025 in Review

Kestra Investment Management sold out of Martin Marietta Materials (MLM) in Q2 2025, closing a stake of 55 shares — an estimated $26.3K sold.

Kestra Investment Management first reported a position in MLM in Q4 2024 and held it in 2 quarters. The position peaked at $34.8K in Q4 2024. 997 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

  • Kestra Investment Management reported no remaining Martin Marietta Materials position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 55 Martin Marietta Materials shares in Q2 2025, an estimated $26.3K.
  • Kestra Investment Management first reported a position in Martin Marietta Materials in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Martin Marietta Materials position peaked at $34.8K in Q4 2024.
  • 997 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.