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Beese Fulmer Investment Management’s Mueller Industries MLI Stock Holding History

Beese Fulmer Investment Management’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Buy
4,970
+334
+7% +$21.9K 0.02% 298
2026
Q1 		$257K Buy
4,636
+768
+20% +$46K 0.02% 350
2025
Q4 		$222K Buy
+3,868
New +$208K 0.01% 361

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Beese Fulmer Investment Management's MLI Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Mueller Industries (MLI) stake by 7.2% in Q2 2026, buying an estimated $21.9K and bringing the position to 4,970 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #298.

Beese Fulmer Investment Management first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Beese Fulmer Investment Management held 4,970 shares of Mueller Industries worth $305K as of Q2 2026.
  • Beese Fulmer Investment Management bought 334 Mueller Industries shares in Q2 2026, an estimated $21.9K.
  • Mueller Industries made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #298 holding.
  • Beese Fulmer Investment Management first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • 742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.