Shufro Rose & Co’s Martin Marietta Materials MLM Stock Holding History

Shufro Rose & Co’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	–	Sell	-700	Closed	-$404K	–	245
2026 Q2	$404K	Hold	700	–	–	0.02%	216
2026 Q1	$412K	Sell	700 -37	-5%	-$23.6K	0.03%	203
2025 Q4	$459K	Buy	737 +37	+5%	+$23K	0.03%	188
2025 Q3	$335K	Hold	700	–	–	0.03%	228
2025 Q2	$335K	Hold	700	–	–	0.03%	223
2025 Q1	$335K	Hold	700	–	–	0.03%	227
2024 Q4	$362K	Hold	700	–	–	0.03%	208
2024 Q3	$379K	Hold	700	–	–	0.03%	208
2024 Q2	$379K	Hold	700	–	–	0.03%	208
2024 Q1	$430K	Hold	700	–	–	0.04%	195
2023 Q4	$287K	Hold	700	–	–	0.03%	222
2023 Q3	$287K	Hold	700	–	–	0.03%	220
2023 Q2	$323K	Hold	700	–	–	0.03%	214
2023 Q1	$249K	Hold	700	–	–	0.02%	248
2022 Q4	$237K	Hold	700	–	–	0.02%	272
2022 Q3	$225K	Hold	700	–	–	0.02%	256
2022 Q2	$209K	Hold	700	–	–	0.02%	268
2022 Q1	$269K	Hold	700	–	–	0.02%	246
2021 Q4	$308K	Hold	700	–	–	0.02%	224
2021 Q3	$239K	Buy	+700	New	+$255K	0.02%	246
2020 Q1	–	Sell	-1,050	Closed	-$294K	–	309
2019 Q4	$294K	Hold	1,050	–	–	0.03%	230
2019 Q3	$288K	Hold	1,050	–	–	0.03%	229
2019 Q2	$242K	Hold	1,050	–	–	0.02%	242
2019 Q1	$211K	Buy	+1,050	New	+$196K	0.02%	258
2018 Q3	–	Sell	-1,050	Closed	-$234K	–	300
2018 Q2	$234K	Hold	1,050	–	–	0.02%	247
2018 Q1	$218K	Hold	1,050	–	–	0.02%	258
2017 Q4	$232K	Hold	1,050	–	–	0.02%	248
2017 Q3	$217K	Hold	1,050	–	–	0.02%	255
2017 Q2	$234K	Hold	1,050	–	–	0.03%	233
2017 Q1	$229K	Buy	+1,050	New	+$232K	0.02%	232

Other funds holding MLM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Shufro Rose & Co's MLM Position: Q3 2026 in Review

Shufro Rose & Co sold out of Martin Marietta Materials (MLM) in Q3 2026, closing a stake of 700 shares — an estimated $404K sold.

Shufro Rose & Co first reported a position in MLM in Q1 2017 and held it in 30 quarters. The position peaked at $459K in Q4 2025. 636 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

Shufro Rose & Co reported no remaining Martin Marietta Materials position as of Q3 2026 after selling out during the quarter.
Shufro Rose & Co sold 700 Martin Marietta Materials shares in Q3 2026, an estimated $404K.
Shufro Rose & Co first reported a position in Martin Marietta Materials in Q1 2017 and held it in 30 quarters.
Shufro Rose & Co's Martin Marietta Materials position peaked at $459K in Q4 2025.
636 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.