Loring Wolcott & Coolidge Fiduciary Advisors’s Martin Marietta Materials MLM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	–	Sell	-1	Closed	-$498	–	547
2025 Q1	$498	Hold	1	–	–	﹤0.01%	546
2024 Q4	$546	Sell	1 -4	-80%	-$2.27K	﹤0.01%	545
2024 Q3	$2.85K	Buy	+5	New	+$2.7K	﹤0.01%	539
2024 Q2	–	Sell	-15	Closed	-$8.77K	–	568
2024 Q1	$8.77K	Buy	+15	New	+$8.19K	﹤0.01%	501
2022 Q1	–	Sell	-522	Closed	-$230K	–	686
2021 Q4	$230K	Buy	+522	New	+$212K	﹤0.01%	296
2019 Q3	–	Sell	-5	Closed	-$1K	–	714
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	694
2019 Q1	$1K	Sell	5 -1	-17%	-$187	﹤0.01%	682
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	672
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	634
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	649
2018 Q1	$1K	Hold	6	–	–	﹤0.01%	698
2017 Q4	$1K	Hold	6	–	–	﹤0.01%	702
2017 Q3	$1K	Buy	+6	New	+$1.27K	﹤0.01%	723
2014 Q1	–	Sell	-400	Closed	-$40K	–	633
2013 Q4	$40K	Hold	400	–	–	﹤0.01%	408
2013 Q3	$39K	Hold	400	–	–	﹤0.01%	387
2013 Q2	$39K	Buy	+400	New	+$41.5K	﹤0.01%	410

Other funds holding MLM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MLM Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Martin Marietta Materials (MLM) in Q2 2025, closing a stake of 1 share — an estimated $498 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MLM in Q2 2013 and held it in 16 quarters. The position peaked at $230K in Q4 2021. 997 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Martin Marietta Materials position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1 Martin Marietta Materials share in Q2 2025, an estimated $498.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Martin Marietta Materials in Q2 2013 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Martin Marietta Materials position peaked at $230K in Q4 2021.
997 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.