The Family Firm’s Martin Marietta Materials MLM Stock Holding History

The Family Firm’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 Q2	–	Sell	-671	Closed	-$321K	–	159
2025 Q1	$321K	Buy	671 +1	+0.1%	+$508	0.07%	158
2024 Q4	$346K	Sell	670 -1	-0.1%	-$567	0.08%	151
2024 Q3	$361K	Buy	671 +17	+3%	+$9.19K	0.08%	145
2024 Q2	$354K	Hold	654	–	–	0.08%	141
2024 Q1	$401K	Buy	654 +1	+0.2%	+$546	0.1%	130
2023 Q4	$326K	Hold	653	–	–	0.08%	142
2023 Q3	$268K	Hold	653	–	–	0.08%	143
2023 Q2	$302K	Hold	653	–	–	0.08%	143
2023 Q1	$232K	Buy	653 +28	+4%	+$9.82K	0.06%	162
2022 Q4	$211K	Hold	625	–	–	0.06%	176
2022 Q3	$201K	Buy	+625	New	+$212K	0.06%	169
2022 Q2	–	Sell	-625	Closed	-$241K	–	180
2022 Q1	$241K	Hold	625	–	–	0.06%	164
2021 Q4	$275K	Sell	625 -41	-6%	-$16.6K	0.07%	150
2021 Q3	$254K	Hold	666	–	–	0.07%	151
2021 Q2	$234K	Hold	666	–	–	0.06%	160
2021 Q1	$224K	Sell	666 -111	-14%	-$35.5K	0.06%	157
2020 Q4	$236K	Buy	+777	New	+$207K	0.07%	150
2020 Q1	–	Sell	-817	Closed	-$228K	–	137
2019 Q4	$228K	Hold	817	–	–	0.08%	140
2019 Q3	$224K	Buy	+817	New	+$202K	0.08%	131

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

The Family Firm's MLM Position: Q2 2025 in Review

The Family Firm sold out of Martin Marietta Materials (MLM) in Q2 2025, closing a stake of 671 shares — an estimated $321K sold.

The Family Firm first reported a position in MLM in Q3 2019 and held it in 19 quarters. The position peaked at $401K in Q1 2024. 997 funds tracked by Wall St. Rank hold MLM as of Q2 2025.

The Family Firm reported no remaining Martin Marietta Materials position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 671 Martin Marietta Materials shares in Q2 2025, an estimated $321K.
The Family Firm first reported a position in Martin Marietta Materials in Q3 2019 and held it in 19 quarters.
The Family Firm's Martin Marietta Materials position peaked at $401K in Q1 2024.
997 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.