Beacon Financial Advisory
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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
Q3 		$2.57M Buy
2,417
+195
+9% +$185K 0.49% 42
2026
Q2 		$2.56M Sell
2,222
-88
-4% -$66K 0.5% 38
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Beacon Financial Advisory's MU Position: Q3 2026 in Review

Beacon Financial Advisory increased its Micron Technology (MU) stake by 8.8% in Q3 2026, buying an estimated $185K and bringing the position to 2,417 shares worth $2.57M. The position accounts for 0.49% of the portfolio, ranked #42.

Beacon Financial Advisory first reported a position in MU in Q1 2021 and has held it in 17 quarters since. 2,598 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Beacon Financial Advisory held 2,417 shares of Micron Technology worth $2.57M as of Q3 2026.
  • Beacon Financial Advisory bought 195 Micron Technology shares in Q3 2026, an estimated $185K.
  • Micron Technology made up 0.49% of Beacon Financial Advisory's portfolio in Q3 2026, its #42 holding.
  • Beacon Financial Advisory first reported a position in Micron Technology in Q1 2021 and has held it in 17 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.