RIG
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Renaissance Investment Group’s Martin Marietta Materials MLM Stock Holding History

Renaissance Investment Group’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 		$5.4M Sell
9,364
-2,360
-20% -$1.4M 1.06% 35
2026
Q1 		$6.9M Sell
11,724
-593
-5% -$378K 1.48% 30
2025
Q4 		$7.67M Sell
12,317
-40
-0.3% -$24.9K 1.55% 30
2025
Q3 		$7.79M Sell
12,357
-2,870
-19% -$1.71M 1.58% 28
2025
Q2 		$8.36M Sell
15,227
-619
-4% -$327K 1.81% 27
2025
Q1 		$7.58M Sell
15,846
-1,643
-9% -$834K 1.84% 30
2024
Q4 		$9.03M Buy
17,489
+171
+1% +$97K 1.91% 24
2024
Q3 		$9.32M Sell
17,318
-173
-1% -$93.5K 1.94% 24
2024
Q2 		$9.28M Buy
17,491
+272
+2% +$158K 2.02% 22
2024
Q1 		$10.6M Buy
17,219
+383
+2% +$209K 2.43% 17
2023
Q4 		$8.4M Buy
16,836
+245
+1% +$110K 2.09% 20
2023
Q3 		$6.81M Sell
16,591
-148
-0.9% -$65.4K 1.9% 25
2023
Q2 		$7.73M Buy
16,739
+119
+0.7% +$46.9K 2.03% 25
2023
Q1 		$5.9M Buy
16,620
+314
+2% +$110K 1.66% 26
2022
Q4 		$5.51M Buy
16,306
+465
+3% +$159K 1.64% 27
2022
Q3 		$5.02M Buy
15,841
+226
+1% +$76.5K 1.56% 30
2022
Q2 		$4.67M Sell
15,615
-8
-0.1% -$2.73K 1.52% 28
2022
Q1 		$5.55M Buy
15,623
+177
+1% +$68.6K 1.62% 29
2021
Q4 		$6.8M Buy
15,446
+397
+3% +$161K 1.61% 29
2021
Q3 		$5.14M Buy
15,049
+538
+4% +$196K 1.31% 33
2021
Q2 		$5.11M Buy
14,511
+241
+2% +$85.9K 1.31% 33
2021
Q1 		$4.79M Buy
14,270
+755
+6% +$241K 1.32% 35
2020
Q4 		$3.84M Buy
13,515
+924
+7% +$246K 1.13% 34
2020
Q3 		$2.96M Buy
12,591
+140
+1% +$30.3K 0.99% 34
2020
Q2 		$2.57M Buy
12,451
+534
+4% +$103K 0.95% 36
2020
Q1 		$2.25M Buy
11,917
+292
+3% +$69.8K 1.07% 30
2019
Q4 		$3.25M Buy
11,625
+837
+8% +$223K 1.16% 32
2019
Q3 		$2.96M Buy
10,788
+195
+2% +$48.2K 1.14% 32
2019
Q2 		$2.44M Buy
10,593
+184
+2% +$39.9K 0.91% 38
2019
Q1 		$2.09M Sell
10,409
-89
-0.8% -$16.6K 0.85% 39
2018
Q4 		$1.8M Sell
10,498
-3,624
-26% -$644K 0.86% 39
2018
Q3 		$2.57M Sell
14,122
-100
-0.7% -$20.6K 0.99% 38
2018
Q2 		$3.18M Buy
14,222
+80
+0.6% +$17.1K 1.28% 35
2018
Q1 		$2.93M Buy
14,142
+810
+6% +$176K 1.19% 36
2017
Q4 		$2.95M Buy
13,332
+499
+4% +$104K 1.18% 39
2017
Q3 		$2.65M Buy
12,833
+2,053
+19% +$434K 1.11% 39
2017
Q2 		$2.4M Buy
10,780
+3,530
+49% +$799K 1.05% 40
2017
Q1 		$1.58M Buy
+7,250
New +$1.6M 0.7% 42

Other funds holding MLM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Renaissance Investment Group's MLM Position: Q2 2026 in Review

Renaissance Investment Group reduced its Martin Marietta Materials (MLM) stake by 20% in Q2 2026, selling an estimated $1.4M and leaving 9,364 shares worth $5.4M. The position accounts for 1.06% of the portfolio, ranked #35.

Renaissance Investment Group first reported a position in MLM in Q1 2017 and has held it in 38 quarters since. The position peaked at $10.6M in Q1 2024. 165 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • Renaissance Investment Group held 9,364 shares of Martin Marietta Materials worth $5.4M as of Q2 2026.
  • Renaissance Investment Group sold 2,360 Martin Marietta Materials shares in Q2 2026, an estimated $1.4M.
  • Martin Marietta Materials made up 1.06% of Renaissance Investment Group's portfolio in Q2 2026, its #35 holding.
  • Renaissance Investment Group first reported a position in Martin Marietta Materials in Q1 2017 and has held it in 38 quarters since.
  • Renaissance Investment Group's Martin Marietta Materials position peaked at $10.6M in Q1 2024.
  • 165 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.