LRI Investments’s Martin Marietta Materials MLM Stock Holding History

LRI Investments’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
2026 Q2	$206K	Buy	357 +42	+13%	+$24.9K	0.02%	317
2026 Q1	$185K	Sell	315 -22	-7%	-$14K	0.02%	295
2025 Q4	$210K	Sell	337 -7	-2%	-$4.35K	0.02%	272
2025 Q3	$217K	Buy	344 +5	+1%	+$2.98K	0.02%	274
2025 Q2	$186K	Buy	339 +12	+4%	+$6.34K	0.02%	301
2025 Q1	$156K	Sell	327 -153	-32%	-$77.7K	0.02%	306
2024 Q4	$248K	Sell	480 -244	-34%	-$138K	0.02%	232
2024 Q3	$426K	Buy	724 +13	+2%	+$7.03K	0.04%	169
2024 Q2	$385K	Buy	+711	New	+$413K	0.04%	139

Other funds holding MLM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

LRI Investments's MLM Position: Q2 2026 in Review

LRI Investments increased its Martin Marietta Materials (MLM) stake by 13% in Q2 2026, buying an estimated $24.9K and bringing the position to 357 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #317.

LRI Investments first reported a position in MLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $426K in Q3 2024. 396 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

LRI Investments held 357 shares of Martin Marietta Materials worth $206K as of Q2 2026.
LRI Investments bought 42 Martin Marietta Materials shares in Q2 2026, an estimated $24.9K.
Martin Marietta Materials made up 0.02% of LRI Investments's portfolio in Q2 2026, its #317 holding.
LRI Investments first reported a position in Martin Marietta Materials in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Martin Marietta Materials position peaked at $426K in Q3 2024.
396 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.