Thurston Springer Miller Herd & Titak’s Martin Marietta Materials MLM Stock Holding History

Thurston Springer Miller Herd & Titak’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	$392K	Sell	680 -385	-36%	-$228K	0.14%	168
2026 Q1	$627K	Sell	1,065 -21	-2%	-$13.4K	0.26%	102
2025 Q4	$676K	Buy	1,086 +980	+925%	+$609K	0.24%	105
2025 Q3	$66.8K	Sell	106 -1,437	-93%	-$856K	0.13%	180
2025 Q2	$847K	Buy	1,543 +388	+34%	+$205K	0.11%	191
2025 Q1	$552K	Buy	1,155 +153	+15%	+$77.7K	0.09%	185
2024 Q4	$517K	Buy	1,002 +269	+37%	+$153K	0.1%	178
2024 Q3	$394K	Buy	733 +118	+19%	+$63.8K	0.11%	180
2024 Q2	$333K	Buy	+615	New	+$357K	0.1%	184

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

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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's MLM Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its Martin Marietta Materials (MLM) stake by 36% in Q2 2026, selling an estimated $228K and leaving 680 shares worth $392K. The position accounts for 0.14% of the portfolio, ranked #168.

Thurston Springer Miller Herd & Titak first reported a position in MLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $847K in Q2 2025. 323 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

Thurston Springer Miller Herd & Titak held 680 shares of Martin Marietta Materials worth $392K as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 385 Martin Marietta Materials shares in Q2 2026, an estimated $228K.
Martin Marietta Materials made up 0.14% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #168 holding.
Thurston Springer Miller Herd & Titak first reported a position in Martin Marietta Materials in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Martin Marietta Materials position peaked at $847K in Q2 2025.
323 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.