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Forum Financial Management’s Mueller Industries MLI Stock Holding History

Forum Financial 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 		– Sell
-7,828
Closed -$449K – 726
2025
Q4 		$449K Hold
7,828
– – 0.01% 533
2025
Q3 		$396K Buy
7,828
+2
+0% +$92 0.01% 581
2025
Q2 		$311K Buy
7,826
+38
+0.5% +$1.43K ﹤0.01% 649
2025
Q1 		$296K Buy
7,788
+2
+0% +$80 ﹤0.01% 602
2024
Q4 		$309K Hold
7,786
– – 0.01% 596
2024
Q3 		$288K Sell
7,786
-44
-0.6% -$1.47K ﹤0.01% 536
2024
Q2 		$223K Buy
7,830
+60
+0.8% +$1.68K ﹤0.01% 620
2024
Q1 		$210K Buy
+7,770
New +$192K ﹤0.01% 686

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Forum Financial Management's MLI Position: Q1 2026 in Review

Forum Financial Management sold out of Mueller Industries (MLI) in Q1 2026, closing a stake of 7,828 shares — an estimated $449K sold.

Forum Financial Management first reported a position in MLI in Q1 2024 and held it in 8 quarters. The position peaked at $449K in Q4 2025. 727 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Forum Financial Management reported no remaining Mueller Industries position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,828 Mueller Industries shares in Q1 2026, an estimated $449K.
  • Forum Financial Management first reported a position in Mueller Industries in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's Mueller Industries position peaked at $449K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.