BWP
MU icon

Balboa Wealth Partners’s Micron Technology MU Stock Holding History

Balboa Wealth Partners’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8M Sell
13,707
-3,055
-18% -$2.29M 2.15% 7
2026
Q1 		$5.66M Sell
16,762
-4,361
-21% -$1.71M 0.95% 22
2025
Q4 		$6.03M Sell
21,123
-873
-4% -$200K 1% 21
2025
Q3 		$3.68M Buy
21,996
+868
+4% +$111K 0.63% 29
2025
Q2 		$2.6M Sell
21,128
-2,139
-9% -$200K 0.52% 39
2025
Q1 		$2.02M Buy
23,267
+2,874
+14% +$276K 0.49% 40
2024
Q4 		$1.72M Buy
20,393
+5,330
+35% +$542K 0.39% 49
2024
Q3 		$1.56M Buy
15,063
+2,761
+22% +$289K 0.39% 43
2024
Q2 		$1.62M Buy
12,302
+4,107
+50% +$518K 0.43% 42
2024
Q1 		$966K Sell
8,195
-3,367
-29% -$305K 0.28% 68
2023
Q4 		$987K Sell
11,562
-2,739
-19% -$203K 0.33% 58
2023
Q3 		$973K Sell
14,301
-3,009
-17% -$202K 0.37% 44
2023
Q2 		$1.09M Sell
17,310
-3,405
-16% -$219K 0.38% 43
2023
Q1 		$1.25M Buy
20,715
+1,390
+7% +$81.5K 0.47% 35
2022
Q4 		$966K Buy
19,325
+9,661
+100% +$529K 0.44% 56
2022
Q3 		$484K Buy
+9,664
New +$561K 0.21% 93

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Balboa Wealth Partners's MU Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Micron Technology (MU) stake by 18% in Q2 2026, selling an estimated $2.29M and leaving 13,707 shares worth $15.8M. The position accounts for 2.15% of the portfolio, ranked #7.

Balboa Wealth Partners first reported a position in MU in Q3 2022 and has held it in 16 quarters since. 3,888 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Balboa Wealth Partners held 13,707 shares of Micron Technology worth $15.8M as of Q2 2026.
  • Balboa Wealth Partners sold 3,055 Micron Technology shares in Q2 2026, an estimated $2.29M.
  • Micron Technology made up 2.15% of Balboa Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Balboa Wealth Partners first reported a position in Micron Technology in Q3 2022 and has held it in 16 quarters since.
  • 3,888 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.