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Legacy Wealth Management (Idaho)’s Mueller Industries MLI Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-212
Closed -$11.7K – 647
2026
Q1 		$11.7K Hold
212
– – 0.01% 455
2025
Q4 		$12.2K Buy
212
+160
+308% +$8.6K 0.01% 398
2025
Q3 		$2.63K Sell
52
-56
-52% -$2.57K ﹤0.01% 510
2025
Q2 		$4.29K Hold
108
– – ﹤0.01% 416
2025
Q1 		$4.11K Hold
108
– – ﹤0.01% 443
2024
Q4 		$4.33K Buy
108
+56
+108% +$2.28K ﹤0.01% 403
2024
Q3 		$2.37K Buy
+52
New +$1.74K ﹤0.01% 464

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MLI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 212 shares — an estimated $11.7K sold.

Legacy Wealth Management (Idaho) first reported a position in MLI in Q3 2024 and held it in 7 quarters. The position peaked at $12.2K in Q4 2025. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 212 Mueller Industries shares in Q2 2026, an estimated $11.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Mueller Industries in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Mueller Industries position peaked at $12.2K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.