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Legacy Advisors’s Martin Marietta Materials MLM Stock Holding History

Legacy Advisors’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
Q1 		– Sell
-423
Closed -$218K – 454
2024
Q4 		$218K Buy
423
+22
+5% +$12.5K 0.02% 371
2024
Q3 		$216K Buy
+401
New +$217K 0.02% 355
2024
Q2 		– Sell
-666
Closed -$409K – 336
2024
Q1 		$409K Buy
+666
New +$363K 0.05% 225

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Advisors's MLM Position: Q1 2025 in Review

Legacy Advisors sold out of Martin Marietta Materials (MLM) in Q1 2025, closing a stake of 423 shares — an estimated $218K sold.

Legacy Advisors first reported a position in MLM in Q1 2024 and held it in 3 quarters. The position peaked at $409K in Q1 2024. 950 funds tracked by Wall St. Rank hold MLM as of Q1 2025.

  • Legacy Advisors reported no remaining Martin Marietta Materials position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 423 Martin Marietta Materials shares in Q1 2025, an estimated $218K.
  • Legacy Advisors first reported a position in Martin Marietta Materials in Q1 2024 and held it in 3 quarters.
  • Legacy Advisors's Martin Marietta Materials position peaked at $409K in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.