Blue Bell Private Wealth Management’s Micron Technology MU Stock Holding History

Blue Bell Private 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 Q2	$629K	Sell	545 -75	-12%	-$56.2K	0.08%	162
2026 Q1	$209K	Buy	620 +11	+2%	+$4.31K	0.03%	261
2025 Q4	$174K	Buy	609 +119	+24%	+$27.3K	0.03%	269
2025 Q3	$82K	Buy	490 +217	+79%	+$27.8K	0.01%	339
2025 Q2	$33.7K	Buy	273 +36	+15%	+$3.36K	0.01%	423
2025 Q1	$20.6K	Buy	237 +14	+6%	+$1.34K	﹤0.01%	457
2024 Q4	$18.8K	Buy	223 +1	+0.5%	+$102	﹤0.01%	453
2024 Q3	$23K	Buy	222 +72	+48%	+$7.53K	﹤0.01%	456
2024 Q2	$19.7K	Hold	150	–	–	﹤0.01%	465
2024 Q1	$17.7K	Sell	150 -35	-19%	-$3.17K	﹤0.01%	470
2023 Q4	$15.8K	Hold	185	–	–	﹤0.01%	450
2023 Q3	$12.6K	Hold	185	–	–	﹤0.01%	402
2023 Q2	$11.7K	Sell	185 -100	-35%	-$6.43K	﹤0.01%	399
2023 Q1	$17.2K	Buy	285 +50	+21%	+$2.93K	0.01%	332
2022 Q4	$11.7K	Sell	235 -75	-24%	-$4.1K	﹤0.01%	357
2022 Q3	$16K	Sell	310 -150	-33%	-$8.7K	0.01%	325
2022 Q2	$25K	Sell	460 -40	-8%	-$2.72K	0.01%	290
2022 Q1	$39K	Hold	500	–	–	0.01%	246
2021 Q4	$47K	Buy	+500	New	+$39K	0.01%	215

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Blue Bell Private Wealth Management's MU Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Micron Technology (MU) stake by 12% in Q2 2026, selling an estimated $56.2K and leaving 545 shares worth $629K. The position accounts for 0.08% of the portfolio, ranked #162.

Blue Bell Private Wealth Management first reported a position in MU in Q4 2021 and has held it in 19 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Blue Bell Private Wealth Management held 545 shares of Micron Technology worth $629K as of Q2 2026.
Blue Bell Private Wealth Management sold 75 Micron Technology shares in Q2 2026, an estimated $56.2K.
Micron Technology made up 0.08% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #162 holding.
Blue Bell Private Wealth Management first reported a position in Micron Technology in Q4 2021 and has held it in 19 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.