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VisionPoint Advisory Group’s Martin Marietta Materials MLM Stock Holding History

VisionPoint Advisory 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
2025
Q1 		– Sell
-294
Closed -$150K – 269
2024
Q4 		$150K Buy
294
+18
+7% +$10.2K 0.05% 211
2024
Q3 		$149K Buy
276
+75
+37% +$40.5K 0.05% 200
2024
Q2 		$109K Buy
201
+126
+168% +$73.2K 0.04% 211
2024
Q1 		$46K Buy
75
+27
+56% +$14.7K 0.02% 277
2023
Q4 		$23.9K Buy
+48
New +$21.6K 0.01% 341

Other funds holding MLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VisionPoint Advisory Group's MLM Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Martin Marietta Materials (MLM) in Q1 2025, closing a stake of 294 shares — an estimated $150K sold.

VisionPoint Advisory Group first reported a position in MLM in Q4 2023 and held it in 5 quarters. The position peaked at $150K in Q4 2024. 950 funds tracked by Wall St. Rank hold MLM as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Martin Marietta Materials position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 294 Martin Marietta Materials shares in Q1 2025, an estimated $150K.
  • VisionPoint Advisory Group first reported a position in Martin Marietta Materials in Q4 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Martin Marietta Materials position peaked at $150K in Q4 2024.
  • 950 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.