LFA
MLI icon

Legacy Financial Advisors’s Mueller Industries MLI Stock Holding History

Legacy Financial Advisors’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 		$332K Buy
5,992
+898
+18% +$53.8K 0.05% 303
2025
Q4 		$292K Buy
+5,094
New +$274K 0.04% 318
2019
Q2 		– Sell
-512
Closed -$4K – 600
2019
Q1 		$4K Buy
512
+92
+22% +$677 ﹤0.01% 816
2018
Q4 		$2K Buy
+420
New +$2.6K ﹤0.01% 847

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

Legacy Financial Advisors's MLI Position: Q1 2026 in Review

Legacy Financial Advisors increased its Mueller Industries (MLI) stake by 18% in Q1 2026, buying an estimated $53.8K and bringing the position to 5,992 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #303.

Legacy Financial Advisors first reported a position in MLI in Q4 2018 and has held it in 4 quarters since. 723 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • Legacy Financial Advisors held 5,992 shares of Mueller Industries worth $332K as of Q1 2026.
  • Legacy Financial Advisors bought 898 Mueller Industries shares in Q1 2026, an estimated $53.8K.
  • Mueller Industries made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #303 holding.
  • Legacy Financial Advisors first reported a position in Mueller Industries in Q4 2018 and has held it in 4 quarters since.
  • 723 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.