Carson Wealth (CWM LLC)
MLI icon

Carson Wealth (CWM LLC)’s Mueller Industries MLI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$14.2M Buy
256,110
+38,194
+18% +$2.29M 0.04% 433
2025
Q4 		$12.5M Buy
217,916
+68,022
+45% +$3.66M 0.03% 443
2025
Q3 		$7.58M Buy
149,894
+147,800
+7,058% +$6.78M 0.02% 563
2025
Q2 		$83K Sell
2,094
-260
-11% -$9.81K ﹤0.01% 2878
2025
Q1 		$90K Buy
2,354
+512
+28% +$20.4K ﹤0.01% 2505
2024
Q4 		$73K Sell
1,842
-148
-7% -$6.02K ﹤0.01% 2497
2024
Q3 		$74K Sell
1,990
-1,546
-44% -$51.8K ﹤0.01% 2389
2024
Q2 		$101K Buy
3,536
+1,882
+114% +$52.7K ﹤0.01% 1973
2024
Q1 		$45K Buy
1,654
+446
+37% +$11K ﹤0.01% 2357
2023
Q4 		$28K Sell
1,208
-400
-25% -$8.08K ﹤0.01% 2562
2023
Q3 		$30K Buy
1,608
+128
+9% +$2.53K ﹤0.01% 2411
2023
Q2 		$32K Hold
1,480
– – ﹤0.01% 2318
2023
Q1 		$27K Hold
1,480
– – ﹤0.01% 2295
2022
Q4 		$22K Buy
1,480
+192
+15% +$3.06K ﹤0.01% 2298
2022
Q3 		$19K Buy
1,288
+148
+13% +$2.3K ﹤0.01% 2254
2022
Q2 		$15K Hold
1,140
– – ﹤0.01% 2319
2022
Q1 		$15K Hold
1,140
– – ﹤0.01% 2254
2021
Q4 		$17K Buy
+1,140
New +$15.4K ﹤0.01% 2082
2019
Q1 		– Sell
-2,200
Closed -$13K – 3152
2018
Q4 		$13K Hold
2,200
– – ﹤0.01% 1253
2018
Q3 		$16K Buy
+2,200
New +$17K ﹤0.01% 1015

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MLI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Mueller Industries (MLI) stake by 18% in Q1 2026, buying an estimated $2.29M and bringing the position to 256,110 shares worth $14.2M. The position accounts for 0.04% of the portfolio, ranked #433.

Carson Wealth (CWM LLC) first reported a position in MLI in Q3 2018 and has held it in 20 quarters since. 725 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 256,110 shares of Mueller Industries worth $14.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 38,194 Mueller Industries shares in Q1 2026, an estimated $2.29M.
  • Mueller Industries made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #433 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mueller Industries in Q3 2018 and has held it in 20 quarters since.
  • 725 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.