Sageworth Trust’s Martin Marietta Materials MLM Stock Holding History

Sageworth Trust’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 Q4	–	Sell	-1,185	Closed	-$747K	–	219
2025 Q3	$747K	Buy	+1,185	New	+$706K	0.03%	128
2023 Q2	–	Sell	-120	Closed	-$42.6K	–	289
2023 Q1	$42.6K	Hold	120	–	–	﹤0.01%	149
2022 Q4	$41K	Hold	120	–	–	﹤0.01%	134
2022 Q3	$39K	Hold	120	–	–	﹤0.01%	126
2022 Q2	$36K	Hold	120	–	–	﹤0.01%	167
2022 Q1	$46K	Hold	120	–	–	﹤0.01%	100
2021 Q4	$53K	Hold	120	–	–	﹤0.01%	100
2021 Q3	$41K	Hold	120	–	–	﹤0.01%	213
2021 Q2	$42K	Hold	120	–	–	﹤0.01%	260
2021 Q1	$40K	Hold	120	–	–	﹤0.01%	193
2020 Q4	$34K	Hold	120	–	–	﹤0.01%	136
2020 Q3	$28K	Buy	+120	New	+$26K	﹤0.01%	102

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Sageworth Trust's MLM Position: Q4 2025 in Review

Sageworth Trust sold out of Martin Marietta Materials (MLM) in Q4 2025, closing a stake of 1,185 shares — an estimated $747K sold.

Sageworth Trust first reported a position in MLM in Q3 2020 and held it in 12 quarters. The position peaked at $747K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold MLM as of Q4 2025.

Sageworth Trust reported no remaining Martin Marietta Materials position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 1,185 Martin Marietta Materials shares in Q4 2025, an estimated $747K.
Sageworth Trust first reported a position in Martin Marietta Materials in Q3 2020 and held it in 12 quarters.
Sageworth Trust's Martin Marietta Materials position peaked at $747K in Q3 2025.
1,114 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.