Chevy Chase Trust
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Chevy Chase Trust’s Mueller Industries MLI Stock Holding History

Chevy Chase Trust’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 		$8.51M Sell
153,570
-7,834
-5% -$470K 0.02% 433
2025
Q4 		$9.26M Sell
161,404
-4,872
-3% -$262K 0.03% 425
2025
Q3 		$8.41M Sell
166,276
-1,796
-1% -$82.4K 0.02% 442
2025
Q2 		$6.68M Buy
168,072
+59,316
+55% +$2.24M 0.02% 468
2025
Q1 		$4.14M Buy
+108,756
New +$4.34M 0.01% 528

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Chevy Chase Trust's MLI Position: Q1 2026 in Review

Chevy Chase Trust reduced its Mueller Industries (MLI) stake by 4.9% in Q1 2026, selling an estimated $470K and leaving 153,570 shares worth $8.51M. The position accounts for 0.02% of the portfolio, ranked #433.

Chevy Chase Trust first reported a position in MLI in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.26M in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Chevy Chase Trust held 153,570 shares of Mueller Industries worth $8.51M as of Q1 2026.
  • Chevy Chase Trust sold 7,834 Mueller Industries shares in Q1 2026, an estimated $470K.
  • Mueller Industries made up 0.02% of Chevy Chase Trust's portfolio in Q1 2026, its #433 holding.
  • Chevy Chase Trust first reported a position in Mueller Industries in Q1 2025 and has held it in 5 quarters since.
  • Chevy Chase Trust's Mueller Industries position peaked at $9.26M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.