Sage Investment Advisers’s Martin Marietta Materials MLM Stock Holding History

Sage Investment Advisers’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	$2.36M	Hold	4,085	–	–	1.58%	20
2026 Q1	$2.45M	Hold	4,085	–	–	1.81%	18
2025 Q4	$2.54M	Buy	+4,085	New	+$2.54M	1.91%	17
2024 Q3	$2.13M	Sell	3,950 -135	-3%	-$73K	2.23%	17
2024 Q2	$2.21M	Sell	4,085 -115	-3%	-$66.8K	2.5%	13
2024 Q1	$2.58M	Hold	4,200	–	–	2.96%	9
2023 Q4	$2.1M	Hold	4,200	–	–	2.54%	11
2023 Q3	$1.72M	Hold	4,200	–	–	2.36%	16
2023 Q2	$1.94M	Sell	4,200 -650	-13%	-$256K	2.59%	14
2023 Q1	$1.72M	Sell	4,850 -50	-1%	-$17.5K	2.3%	15
2022 Q4	$1.66M	Sell	4,900 -50	-1%	-$17.1K	2.36%	12
2022 Q3	$1.59M	Sell	4,950 -300	-6%	-$102K	2.52%	12
2022 Q2	$1.57M	Sell	5,250 -100	-2%	-$34.1K	2.46%	12
2022 Q1	$2.06M	Sell	5,350 -350	-6%	-$136K	2.73%	9
2021 Q4	$2.51M	Buy	+5,700	New	+$2.31M	3.23%	8

Other funds holding MLM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Sage Investment Advisers's MLM Position: Q2 2026 in Review

Sage Investment Advisers held its Martin Marietta Materials (MLM) position steady in Q2 2026 at 4,085 shares worth $2.36M. The position accounts for 1.58% of the portfolio, ranked #20.

Sage Investment Advisers first reported a position in MLM in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.58M in Q1 2024. 396 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Sage Investment Advisers held 4,085 shares of Martin Marietta Materials worth $2.36M as of Q2 2026.
Sage Investment Advisers left its Martin Marietta Materials share count unchanged in Q2 2026.
Martin Marietta Materials made up 1.58% of Sage Investment Advisers's portfolio in Q2 2026, its #20 holding.
Sage Investment Advisers first reported a position in Martin Marietta Materials in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's Martin Marietta Materials position peaked at $2.58M in Q1 2024.
396 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.