Welch Group’s Mueller Industries MLI Stock Holding History

Welch Group’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	$2.74M	Buy	45,288 +1,288	+3%	+$80.3K	0.09%	74
2026 Q2	$2.7M	Hold	44,000	–	–	0.09%	77
2026 Q1	$2.44M	Hold	44,000	–	–	0.09%	79
2025 Q4	$2.53M	Hold	44,000	–	–	0.1%	75
2025 Q3	$2.22M	Hold	44,000	–	–	0.09%	74
2025 Q2	$1.75M	Hold	44,000	–	–	0.07%	79
2025 Q1	$1.68M	Hold	44,000	–	–	0.07%	77
2024 Q4	$1.75M	Hold	44,000	–	–	0.08%	77
2024 Q3	$1.63M	Hold	44,000	–	–	0.07%	79
2024 Q2	$1.25M	Buy	44,000 +19,000	+76%	+$532K	0.06%	83
2024 Q1	$674K	Hold	25,000	–	–	0.03%	107
2023 Q4	$589K	Buy	25,000 +4,000	+19%	+$80.8K	0.03%	112
2023 Q3	$395K	Hold	21,000	–	–	0.02%	127
2023 Q2	$458K	Hold	21,000	–	–	0.03%	116
2023 Q1	$386K	Hold	21,000	–	–	0.02%	133
2022 Q4	$310K	Hold	21,000	–	–	0.02%	157
2022 Q3	$312K	Hold	21,000	–	–	0.02%	128
2022 Q2	$280K	Hold	21,000	–	–	0.02%	153
2022 Q1	$284K	Hold	21,000	–	–	0.02%	169
2021 Q4	$312K	Hold	21,000	–	–	0.02%	168
2021 Q3	$216K	Hold	21,000	–	–	0.01%	177
2021 Q2	$227K	Hold	21,000	–	–	0.02%	169
2021 Q1	$217K	Buy	+21,000	New	+$206K	0.02%	174

Other funds holding MLI

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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Welch Group's MLI Position: Q3 2026 in Review

Welch Group increased its Mueller Industries (MLI) stake by 2.9% in Q3 2026, buying an estimated $80.3K and bringing the position to 45,288 shares worth $2.74M. The position accounts for 0.09% of the portfolio, ranked #74.

Welch Group first reported a position in MLI in Q1 2021 and has held it in 23 quarters since. 232 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

Welch Group held 45,288 shares of Mueller Industries worth $2.74M as of Q3 2026.
Welch Group bought 1,288 Mueller Industries shares in Q3 2026, an estimated $80.3K.
Mueller Industries made up 0.09% of Welch Group's portfolio in Q3 2026, its #74 holding.
Welch Group first reported a position in Mueller Industries in Q1 2021 and has held it in 23 quarters since.
232 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.