PBMares Wealth Management’s Steel Dynamics STLD Stock Holding History

PBMares Wealth Management’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
2025 Q3	$4M	Hold	28,722	–	–	0.65%	26
2025 Q2	$3.68M	Hold	28,722	–	–	0.67%	25
2025 Q1	$3.59M	Hold	28,722	–	–	0.72%	24
2024 Q4	$3.28M	Hold	28,722	–	–	0.67%	24
2024 Q3	$3.62M	Hold	28,722	–	–	0.76%	24
2024 Q2	$3.72M	Hold	28,722	–	–	0.91%	24
2024 Q1	$4.26M	Hold	28,722	–	–	1.11%	20
2023 Q4	$3.39M	Sell	28,722 -18,140	-39%	-$2.02M	1.02%	20
2023 Q3	$5.02M	Hold	46,862	–	–	1.81%	15
2023 Q2	$5.1M	Hold	46,862	–	–	1.83%	13
2023 Q1	$5.3M	Hold	46,862	–	–	1.97%	12
2022 Q4	$4.58M	Hold	46,862	–	–	1.85%	12
2022 Q3	$3.33M	Hold	46,862	–	–	1.45%	16
2022 Q2	$3.1M	Hold	46,862	–	–	1.33%	16
2022 Q1	$3.91M	Hold	46,862	–	–	2.41%	7
2021 Q4	$2.91M	Hold	46,862	–	–	1.23%	15
2021 Q3	$2.74M	Hold	46,862	–	–	1.31%	16
2021 Q2	$2.79M	Hold	46,862	–	–	1.52%	13
2021 Q1	$2.38M	Hold	46,862	–	–	1.94%	8
2020 Q4	$1.73M	Hold	46,862	–	–	1.99%	5
2020 Q3	$1.34M	Hold	46,862	–	–	1.97%	10
2020 Q2	$1.22M	Hold	46,862	–	–	1.84%	10
2020 Q1	$1.06M	Hold	46,862	–	–	1.66%	14
2019 Q4	$1.59M	Buy	+46,862	New	+$1.5M	1.9%	8

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PBMares Wealth Management's STLD Position: Q3 2025 in Review

PBMares Wealth Management held its Steel Dynamics (STLD) position steady in Q3 2025 at 28,722 shares worth $4M. The position accounts for 0.65% of the portfolio, ranked #26.

PBMares Wealth Management first reported a position in STLD in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.3M in Q1 2023. 804 funds tracked by Wall St. Rank hold STLD as of Q3 2025.

PBMares Wealth Management held 28,722 shares of Steel Dynamics worth $4M as of Q3 2025.
PBMares Wealth Management left its Steel Dynamics share count unchanged in Q3 2025.
Steel Dynamics made up 0.65% of PBMares Wealth Management's portfolio in Q3 2025, its #26 holding.
PBMares Wealth Management first reported a position in Steel Dynamics in Q4 2019 and has held it in 24 quarters since.
PBMares Wealth Management's Steel Dynamics position peaked at $5.3M in Q1 2023.
804 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.