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Bernard Wealth Management’s Micron Technology MU Stock Holding History

Bernard Wealth Management’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 		$220K Buy
652
+50
+8% +$19.6K 0.09% 61
2025
Q4 		$172K Buy
602
+104
+21% +$23.9K 0.07% 69
2025
Q3 		$83.3K Hold
498
– – 0.03% 107
2025
Q2 		$61.4K Hold
498
– – 0.03% 115
2025
Q1 		$43.3K Hold
498
– – 0.02% 131
2024
Q4 		$41.9K Buy
+498
New +$50.7K 0.02% 134

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

Bernard Wealth Management's MU Position: Q1 2026 in Review

Bernard Wealth Management increased its Micron Technology (MU) stake by 8.3% in Q1 2026, buying an estimated $19.6K and bringing the position to 652 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #61.

Bernard Wealth Management first reported a position in MU in Q4 2024 and has held it in 6 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Bernard Wealth Management held 652 shares of Micron Technology worth $220K as of Q1 2026.
  • Bernard Wealth Management bought 50 Micron Technology shares in Q1 2026, an estimated $19.6K.
  • Micron Technology made up 0.09% of Bernard Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Bernard Wealth Management first reported a position in Micron Technology in Q4 2024 and has held it in 6 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.