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Optimize Financial’s Martin Marietta Materials MLM Stock Holding History

Optimize Financial’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
-477
Closed -$246K – 262
2024
Q4 		$246K Buy
+477
New +$271K 0.18% 171

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

Optimize Financial's MLM Position: Q1 2025 in Review

Optimize Financial sold out of Martin Marietta Materials (MLM) in Q1 2025, closing a stake of 477 shares — an estimated $246K sold.

Optimize Financial first reported a position in MLM in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 950 funds tracked by Wall St. Rank hold MLM as of Q1 2025.

  • Optimize Financial reported no remaining Martin Marietta Materials position as of Q1 2025 after selling out during the quarter.
  • Optimize Financial sold 477 Martin Marietta Materials shares in Q1 2025, an estimated $246K.
  • Optimize Financial first reported a position in Martin Marietta Materials in Q4 2024 and held it in 1 quarter.
  • Optimize Financial's Martin Marietta Materials position peaked at $246K in Q4 2024.
  • 950 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.