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Briaud Financial Planning’s Micron Technology MU Stock Holding History

Briaud Financial Planning’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 		$245K Buy
+212
New +$159K 0.06% 35
2025
Q3 		– Sell
-200
Closed -$24K – 231
2025
Q2 		$24K Hold
200
– – 0.01% 153
2025
Q1 		$17K Hold
200
– – 0.01% 136
2024
Q4 		$16K Buy
+200
New +$20.3K 0.01% 132

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

Briaud Financial Planning's MU Position: Q2 2026 in Review

Briaud Financial Planning opened a new position in Micron Technology (MU) in Q2 2026: 212 shares worth $245K. The stake represents 0.06% of the portfolio and ranks #35 among its holdings. This is a return to the name: Briaud Financial Planning previously reported a position in MU as recently as Q2 2025.

Briaud Financial Planning first reported a position in MU in Q4 2024 and has held it in 4 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Briaud Financial Planning held 212 shares of Micron Technology worth $245K as of Q2 2026.
  • Micron Technology was a new Briaud Financial Planning position in Q2 2026.
  • Micron Technology made up 0.06% of Briaud Financial Planning's portfolio in Q2 2026, its #35 holding.
  • Briaud Financial Planning first reported a position in Micron Technology in Q4 2024 and has held it in 4 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.