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Evergreen Capital Management’s Mueller Industries MLI Stock Holding History

Evergreen Capital 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
Q1 		$1.6M Sell
28,916
-1,294
-4% -$77.6K 0.03% 367
2025
Q4 		$1.73M Buy
30,210
+5,870
+24% +$316K 0.04% 343
2025
Q3 		$1.23M Buy
24,340
+1,408
+6% +$64.6K 0.03% 358
2025
Q2 		$911K Sell
22,932
-660
-3% -$24.9K 0.03% 383
2025
Q1 		$898K Buy
23,592
+404
+2% +$16.1K 0.03% 351
2024
Q4 		$920K Buy
23,188
+78
+0.3% +$3.17K 0.03% 351
2024
Q3 		$856K Buy
23,110
+580
+3% +$19.4K 0.03% 354
2024
Q2 		$641K Buy
22,530
+1,214
+6% +$34K 0.02% 406
2024
Q1 		$575K Buy
21,316
+1,142
+6% +$28.2K 0.02% 412
2023
Q4 		$476K Sell
20,174
-294
-1% -$5.94K 0.02% 437
2023
Q3 		$385K Buy
20,468
+36
+0.2% +$713 0.02% 465
2023
Q2 		$446K Buy
20,432
+4,916
+32% +$93.4K 0.02% 420
2023
Q1 		$285K Buy
+15,516
New +$271K 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

Evergreen Capital Management's MLI Position: Q1 2026 in Review

Evergreen Capital Management reduced its Mueller Industries (MLI) stake by 4.3% in Q1 2026, selling an estimated $77.6K and leaving 28,916 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #367.

Evergreen Capital Management first reported a position in MLI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Evergreen Capital Management held 28,916 shares of Mueller Industries worth $1.6M as of Q1 2026.
  • Evergreen Capital Management sold 1,294 Mueller Industries shares in Q1 2026, an estimated $77.6K.
  • Mueller Industries made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #367 holding.
  • Evergreen Capital Management first reported a position in Mueller Industries in Q1 2023 and has held it in 13 quarters since.
  • Evergreen Capital Management's Mueller Industries position peaked at $1.73M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.