Orion Portfolio Solutions’s Martin Marietta Materials MLM Stock Holding History

Orion Portfolio Solutions’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	$1.93M	Buy	4,034 +1,137	+39%	+$577K	0.02%	728
2024 Q4	$1.5M	Sell	2,897 -198	-6%	-$112K	0.01%	835
2024 Q3	$1.67M	Buy	3,095 +15	+0.5%	+$8.11K	0.02%	784
2024 Q2	$1.67M	Sell	3,080 -400	-11%	-$232K	0.02%	739
2024 Q1	$2.14M	Sell	3,480 -34	-1%	-$18.6K	0.02%	636
2023 Q4	$1.75M	Sell	3,514 -331	-9%	-$149K	0.02%	706
2023 Q3	$1.58M	Sell	3,845 -1,545	-29%	-$683K	0.02%	716
2023 Q2	$2.49M	Sell	5,390 -644	-11%	-$254K	0.03%	552
2023 Q1	$2.14M	Buy	+6,034	New	+$2.12M	0.03%	563
2020 Q3	–	Sell	-96	Closed	-$20K	–	1418
2020 Q2	$20K	Buy	96 +26	+37%	+$5K	﹤0.01%	956
2020 Q1	$13K	Buy	70 +6	+9%	+$1.44K	﹤0.01%	977
2019 Q4	$18K	Buy	+64	New	+$17.1K	﹤0.01%	807

Other funds holding MLM

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Orion Portfolio Solutions's MLM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Martin Marietta Materials (MLM) stake by 39% in Q1 2025, buying an estimated $577K and bringing the position to 4,034 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #728.

Orion Portfolio Solutions first reported a position in MLM in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.49M in Q2 2023. 951 funds tracked by Wall St. Rank hold MLM as of Q1 2025.

Orion Portfolio Solutions held 4,034 shares of Martin Marietta Materials worth $1.93M as of Q1 2025.
Orion Portfolio Solutions bought 1,137 Martin Marietta Materials shares in Q1 2025, an estimated $577K.
Martin Marietta Materials made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #728 holding.
Orion Portfolio Solutions first reported a position in Martin Marietta Materials in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Martin Marietta Materials position peaked at $2.49M in Q2 2023.
951 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.