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James Investment Research’s Steel Dynamics STLD Stock Holding History

James Investment Research’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Buy
10,886
+58
+0.5% +$13.6K 0.25% 97
2026
Q1 		$1.95M Buy
10,828
+3,041
+39% +$554K 0.22% 106
2025
Q4 		$1.32M Buy
+7,787
New +$1.24M 0.14% 134
2020
Q2 		– Sell
-225
Closed -$5K – 486
2020
Q1 		$5K Sell
225
-5,161
-96% -$141K ﹤0.01% 412
2019
Q4 		$184K Sell
5,386
-5,188
-49% -$166K 0.01% 292
2019
Q3 		$316K Sell
10,574
-6,570
-38% -$194K 0.02% 262
2019
Q2 		$518K Sell
17,144
-7,236
-30% -$221K 0.04% 234
2019
Q1 		$860K Sell
24,380
-47,610
-66% -$1.69M 0.06% 235
2018
Q4 		$2.16M Buy
71,990
+18,100
+34% +$684K 0.13% 144
2018
Q3 		$2.44M Buy
53,890
+8,255
+18% +$380K 0.1% 201
2018
Q2 		$2.1M Sell
45,635
-3,070
-6% -$145K 0.08% 315
2018
Q1 		$2.15M Buy
48,705
+30,260
+164% +$1.39M 0.08% 262
2017
Q4 		$796K Sell
18,445
-58,813
-76% -$2.26M 0.03% 491
2017
Q3 		$2.66M Buy
77,258
+10,500
+16% +$368K 0.09% 182
2017
Q2 		$2.39M Buy
66,758
+62,583
+1,499% +$2.17M 0.07% 178
2017
Q1 		$145K Buy
+4,175
New +$149K ﹤0.01% 445

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCIP
Life Cycle Investment Partners London $21.4B AUM

James Investment Research's STLD Position: Q2 2026 in Review

James Investment Research increased its Steel Dynamics (STLD) stake by 0.54% in Q2 2026, buying an estimated $13.6K and bringing the position to 10,886 shares worth $2.5M. The position accounts for 0.25% of the portfolio, ranked #97.

James Investment Research first reported a position in STLD in Q1 2017 and has held it in 16 quarters since. The position peaked at $2.66M in Q3 2017. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • James Investment Research held 10,886 shares of Steel Dynamics worth $2.5M as of Q2 2026.
  • James Investment Research bought 58 Steel Dynamics shares in Q2 2026, an estimated $13.6K.
  • Steel Dynamics made up 0.25% of James Investment Research's portfolio in Q2 2026, its #97 holding.
  • James Investment Research first reported a position in Steel Dynamics in Q1 2017 and has held it in 16 quarters since.
  • James Investment Research's Steel Dynamics position peaked at $2.66M in Q3 2017.
  • 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.