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Beacon Financial Advisory’s Micron Technology MU Stock Holding History

Beacon Financial Advisory’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
Q1 		$780K Buy
2,310
+211
+10% +$82.7K 0.18% 163
2025
Q4 		$599K Buy
2,099
+137
+7% +$31.4K 0.14% 185
2025
Q3 		$328K Buy
1,962
+107
+6% +$13.7K 0.08% 276
2025
Q2 		$229K Sell
1,855
-1,603
-46% -$150K 0.06% 318
2025
Q1 		$300K Buy
3,458
+283
+9% +$27.2K 0.09% 243
2024
Q4 		$267K Buy
3,175
+82
+3% +$8.34K 0.09% 248
2024
Q3 		$321K Buy
3,093
+186
+6% +$19.5K 0.11% 207
2024
Q2 		$382K Sell
2,907
-371
-11% -$46.8K 0.14% 181
2024
Q1 		$386K Buy
3,278
+745
+29% +$67.4K 0.19% 147
2023
Q4 		$216K Buy
+2,533
New +$188K 0.1% 229
2022
Q2 		– Sell
-2,845
Closed -$222K – 232
2022
Q1 		$222K Sell
2,845
-290
-9% -$24.7K 0.11% 211
2021
Q4 		$292K Sell
3,135
-184
-6% -$14.4K 0.13% 187
2021
Q3 		$236K Buy
3,319
+185
+6% +$13.9K 0.12% 202
2021
Q2 		$266K Buy
3,134
+550
+21% +$46.4K 0.14% 178
2021
Q1 		$228K Buy
+2,584
New +$219K 0.13% 192

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's MU Position: Q1 2026 in Review

Beacon Financial Advisory increased its Micron Technology (MU) stake by 10% in Q1 2026, buying an estimated $82.7K and bringing the position to 2,310 shares worth $780K. The position accounts for 0.18% of the portfolio, ranked #163.

Beacon Financial Advisory first reported a position in MU in Q1 2021 and has held it in 15 quarters since. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Beacon Financial Advisory held 2,310 shares of Micron Technology worth $780K as of Q1 2026.
  • Beacon Financial Advisory bought 211 Micron Technology shares in Q1 2026, an estimated $82.7K.
  • Micron Technology made up 0.18% of Beacon Financial Advisory's portfolio in Q1 2026, its #163 holding.
  • Beacon Financial Advisory first reported a position in Micron Technology in Q1 2021 and has held it in 15 quarters since.
  • 2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.