Martin Investment Management’s Factset FDS Stock Holding History

Martin Investment Management’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-575	Closed	-$257K	–	52
2025 Q2	$257K	Hold	575	–	–	0.07%	46
2025 Q1	$261K	Hold	575	–	–	0.07%	48
2024 Q4	$276K	Hold	575	–	–	0.08%	45
2024 Q3	$264K	Hold	575	–	–	0.06%	46
2024 Q2	$235K	Hold	575	–	–	0.06%	47
2024 Q1	$261K	Hold	575	–	–	0.06%	46
2023 Q4	$274K	Hold	575	–	–	0.08%	46
2023 Q3	$251K	Hold	575	–	–	0.08%	47
2023 Q2	$230K	Hold	575	–	–	0.07%	50
2023 Q1	$239K	Hold	575	–	–	0.07%	49
2022 Q4	$231K	Hold	575	–	–	0.07%	46
2022 Q3	$230K	Hold	575	–	–	0.08%	46
2022 Q2	$221K	Hold	575	–	–	0.06%	47
2022 Q1	$250K	Hold	575	–	–	0.06%	48
2021 Q4	$279K	Hold	575	–	–	0.07%	51
2021 Q3	$227K	Buy	+575	New	+$209K	0.06%	53
2019 Q3	–	Sell	-720	Closed	-$206K	–	45
2019 Q2	$206K	Buy	+720	New	+$199K	0.05%	45

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Martin Investment Management's FDS Position: Q3 2025 in Review

Martin Investment Management sold out of Factset (FDS) in Q3 2025, closing a stake of 575 shares — an estimated $257K sold.

Martin Investment Management first reported a position in FDS in Q2 2019 and held it in 17 quarters. The position peaked at $279K in Q4 2021. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

Martin Investment Management reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
Martin Investment Management sold 575 Factset shares in Q3 2025, an estimated $257K.
Martin Investment Management first reported a position in Factset in Q2 2019 and held it in 17 quarters.
Martin Investment Management's Factset position peaked at $279K in Q4 2021.
772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Martin Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.