Monument Capital Management’s Mueller Industries MLI Stock Holding History

Monument Capital 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 Q3	$467K	Sell	7,698 -52	-0.7%	-$3.24K	0.1%	160
2026 Q2	$476K	Buy	7,750 +52	+0.7%	+$3.41K	0.1%	173
2026 Q1	$426K	Sell	7,698 -774	-9%	-$46.4K	0.11%	146
2025 Q4	$486K	Buy	8,472 +80	+1%	+$4.3K	0.12%	134
2025 Q3	$424K	Sell	8,392 -2,634	-24%	-$121K	0.11%	147
2025 Q2	$438K	Buy	11,026 +1,230	+13%	+$46.4K	0.11%	137
2025 Q1	$373K	Buy	9,796 +412	+4%	+$16.5K	0.11%	134
2024 Q4	$372K	Buy	9,384 +664	+8%	+$27K	0.1%	135
2024 Q3	$323K	Buy	+8,720	New	+$292K	0.09%	147

Other funds holding MLI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Monument Capital Management's MLI Position: Q3 2026 in Review

Monument Capital Management reduced its Mueller Industries (MLI) stake by 0.67% in Q3 2026, selling an estimated $3.24K and leaving 7,698 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #160.

Monument Capital Management first reported a position in MLI in Q3 2024 and has held it in 9 quarters since. The position peaked at $486K in Q4 2025. 461 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

Monument Capital Management held 7,698 shares of Mueller Industries worth $467K as of Q3 2026.
Monument Capital Management sold 52 Mueller Industries shares in Q3 2026, an estimated $3.24K.
Mueller Industries made up 0.1% of Monument Capital Management's portfolio in Q3 2026, its #160 holding.
Monument Capital Management first reported a position in Mueller Industries in Q3 2024 and has held it in 9 quarters since.
Monument Capital Management's Mueller Industries position peaked at $486K in Q4 2025.
461 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.