Crestmont Private Wealth’s Mueller Industries MLI Stock Holding History

Crestmont Private Wealth’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	$1.07M	Buy	19,392 +430	+2%	+$25.8K	0.34%	19
2025 Q4	$1.09M	Sell	18,962 -1,962	-9%	-$105K	0.35%	18
2025 Q3	$1.06M	Buy	20,924 +1,532	+8%	+$70.3K	0.35%	19
2025 Q2	$771K	Buy	19,392 +378	+2%	+$14.3K	0.28%	26
2025 Q1	$724K	Buy	19,014 +2,158	+13%	+$86.2K	0.31%	23
2024 Q4	$669K	Sell	16,856 -156	-0.9%	-$6.34K	0.3%	21
2024 Q3	$630K	Buy	17,012 +982	+6%	+$32.9K	0.28%	25
2024 Q2	$456K	Buy	16,030 +1,350	+9%	+$37.8K	0.22%	28
2024 Q1	$396K	Buy	14,680 +1,694	+13%	+$41.9K	0.2%	39
2023 Q4	$306K	Buy	12,986 +630	+5%	+$12.7K	0.16%	38
2023 Q3	$232K	Sell	12,356 -2,744	-18%	-$54.3K	0.14%	44
2023 Q2	$329K	Buy	+15,100	New	+$287K	0.19%	37

Other funds holding MLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Crestmont Private Wealth's MLI Position: Q1 2026 in Review

Crestmont Private Wealth increased its Mueller Industries (MLI) stake by 2.3% in Q1 2026, buying an estimated $25.8K and bringing the position to 19,392 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #19.

Crestmont Private Wealth first reported a position in MLI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

Crestmont Private Wealth held 19,392 shares of Mueller Industries worth $1.07M as of Q1 2026.
Crestmont Private Wealth bought 430 Mueller Industries shares in Q1 2026, an estimated $25.8K.
Mueller Industries made up 0.34% of Crestmont Private Wealth's portfolio in Q1 2026, its #19 holding.
Crestmont Private Wealth first reported a position in Mueller Industries in Q2 2023 and has held it in 12 quarters since.
Crestmont Private Wealth's Mueller Industries position peaked at $1.09M in Q4 2025.
722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.