JMN Financial’s Mueller Industries MLI Stock Holding History

JMN Financial’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	-3,778	Closed	-$217K	–	220
2025 Q4	$217K	Buy	+3,778	New	+$203K	0.22%	168

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JMN Financial's MLI Position: Q1 2026 in Review

JMN Financial sold out of Mueller Industries (MLI) in Q1 2026, closing a stake of 3,778 shares — an estimated $217K sold.

JMN Financial first reported a position in MLI in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 726 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

JMN Financial reported no remaining Mueller Industries position as of Q1 2026 after selling out during the quarter.
JMN Financial sold 3,778 Mueller Industries shares in Q1 2026, an estimated $217K.
JMN Financial first reported a position in Mueller Industries in Q4 2025 and held it in 1 quarter.
JMN Financial's Mueller Industries position peaked at $217K in Q4 2025.
726 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on JMN Financial's 13F filing for Q1 2026, filed 15 May 2026.