TIM
MLM icon

Tortoise Investment Management’s Martin Marietta Materials MLM Stock Holding History

Tortoise Investment Management’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
-63
Closed -$39.7K – 954
2025
Q3 		$39.7K Buy
63
+2
+3% +$1.19K ﹤0.01% 429
2025
Q2 		$33.5K Buy
61
+3
+5% +$1.59K ﹤0.01% 440
2025
Q1 		$27.7K Hold
58
– – ﹤0.01% 454
2024
Q4 		$30K Buy
58
+2
+4% +$1.14K ﹤0.01% 496
2024
Q3 		$30.1K Sell
56
-11
-16% -$5.95K ﹤0.01% 501
2024
Q2 		$36.3K Sell
67
-13
-16% -$7.55K ﹤0.01% 439
2024
Q1 		$49.1K Sell
80
-3
-4% -$1.64K 0.01% 380
2023
Q4 		$41.4K Sell
83
-9
-10% -$4.06K 0.01% 384
2023
Q3 		$37.8K Hold
92
– – 0.01% 375
2023
Q2 		$42.5K Sell
92
-1
-1% -$394 0.01% 364
2023
Q1 		$33K Hold
93
– – 0.01% 386
2022
Q4 		$31.4K Hold
93
– – 0.01% 386
2022
Q3 		$30K Sell
93
-9
-9% -$3.05K 0.01% 376
2022
Q2 		$31K Buy
102
+17
+20% +$5.8K 0.01% 358
2022
Q1 		$33K Sell
85
-3
-3% -$1.16K 0.01% 359
2021
Q4 		$39K Buy
+88
New +$35.7K 0.01% 316

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's MLM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Martin Marietta Materials (MLM) in Q4 2025, closing a stake of 63 shares — an estimated $39.7K sold.

Tortoise Investment Management first reported a position in MLM in Q4 2021 and held it in 16 quarters. The position peaked at $49.1K in Q1 2024. 1,115 funds tracked by Wall St. Rank hold MLM as of Q4 2025.

  • Tortoise Investment Management reported no remaining Martin Marietta Materials position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 63 Martin Marietta Materials shares in Q4 2025, an estimated $39.7K.
  • Tortoise Investment Management first reported a position in Martin Marietta Materials in Q4 2021 and held it in 16 quarters.
  • Tortoise Investment Management's Martin Marietta Materials position peaked at $49.1K in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.