SevenBridge Financial Group’s Martin Marietta Materials MLM Stock Holding History

SevenBridge Financial 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 Q3	$479K	Sell	944 -575	-38%	-$308K	0.07%	149
2026 Q2	$833K	Hold	1,519	–	–	0.12%	124
2026 Q1	$928K	Sell	1,519 -3	-0.2%	-$1.92K	0.15%	121
2025 Q4	$992K	Hold	1,522	–	–	0.16%	117
2025 Q3	$936K	Buy	1,522 +3	+0.2%	+$1.79K	0.15%	119
2025 Q2	$935K	Sell	1,519 -45	-3%	-$23.8K	0.16%	125
2025 Q1	$865K	Hold	1,564	–	–	0.17%	128
2024 Q4	$827K	Hold	1,564	–	–	0.16%	119
2024 Q3	$964K	Hold	1,564	–	–	0.19%	110
2024 Q2	$852K	Hold	1,564	–	–	0.19%	107
2024 Q1	$924K	Hold	1,564	–	–	0.21%	103
2023 Q4	$780K	Hold	1,564	–	–	0.18%	108
2023 Q3	$642K	Sell	1,564 -225	-13%	-$99.5K	0.17%	113
2023 Q2	$826K	Hold	1,789	–	–	0.21%	102
2023 Q1	$635K	Hold	1,789	–	–	0.18%	112
2022 Q4	$605K	Buy	1,789 +472	+36%	+$161K	0.18%	111
2022 Q3	$424K	Buy	+1,317	New	+$446K	0.14%	113
2019 Q3	–	Sell	-470	Closed	-$108K	–	409
2019 Q2	$108K	Hold	470	–	–	0.04%	194
2019 Q1	$95K	Hold	470	–	–	0.04%	185
2018 Q4	$81K	Sell	470 -32	-6%	-$5.68K	0.05%	169
2018 Q3	$91K	Hold	502	–	–	0.05%	175
2018 Q2	$112K	Sell	502 -22	-4%	-$4.69K	0.06%	170
2018 Q1	$109K	Hold	524	–	–	0.06%	177
2017 Q4	$116K	Hold	524	–	–	0.06%	176
2017 Q3	$108K	Hold	524	–	–	0.06%	178
2017 Q2	$117K	Buy	524 +45	+9%	+$10.2K	0.07%	175
2017 Q1	$106K	Buy	479 +66	+16%	+$14.6K	0.07%	170
2016 Q4	$71K	Hold	413	–	–	0.05%	224
2016 Q3	$71K	Buy	413 +53	+15%	+$10.1K	0.05%	221
2016 Q2	$69K	Buy	+360	New	+$64.4K	0.05%	229

Other funds holding MLM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SevenBridge Financial Group's MLM Position: Q3 2026 in Review

SevenBridge Financial Group reduced its Martin Marietta Materials (MLM) stake by 38% in Q3 2026, selling an estimated $308K and leaving 944 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #149.

SevenBridge Financial Group first reported a position in MLM in Q2 2016 and has held it in 30 quarters since. The position peaked at $992K in Q4 2025. 344 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

SevenBridge Financial Group held 944 shares of Martin Marietta Materials worth $479K as of Q3 2026.
SevenBridge Financial Group sold 575 Martin Marietta Materials shares in Q3 2026, an estimated $308K.
Martin Marietta Materials made up 0.07% of SevenBridge Financial Group's portfolio in Q3 2026, its #149 holding.
SevenBridge Financial Group first reported a position in Martin Marietta Materials in Q2 2016 and has held it in 30 quarters since.
SevenBridge Financial Group's Martin Marietta Materials position peaked at $992K in Q4 2025.
344 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on SevenBridge Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.