Optima Capital’s Martin Marietta Materials MLM Stock Holding History

Optima Capital’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 Q1	–	Sell	-40	Closed	-$24.9K	–	846
2025 Q4	$24.9K	Buy	+40	New	+$24.9K	0.01%	397

Other funds holding MLM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Optima Capital's MLM Position: Q1 2026 in Review

Optima Capital sold out of Martin Marietta Materials (MLM) in Q1 2026, closing a stake of 40 shares — an estimated $24.9K sold.

Optima Capital first reported a position in MLM in Q4 2025 and held it in 1 quarter. The position peaked at $24.9K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold MLM as of Q1 2026.

Optima Capital reported no remaining Martin Marietta Materials position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 40 Martin Marietta Materials shares in Q1 2026, an estimated $24.9K.
Optima Capital first reported a position in Martin Marietta Materials in Q4 2025 and held it in 1 quarter.
Optima Capital's Martin Marietta Materials position peaked at $24.9K in Q4 2025.
1,070 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.