Briaud Financial Planning
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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
Q3 		$223K Sell
209
-3
-1% -$2.85K 0.05% 40
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Briaud Financial Planning's MU Position: Q3 2026 in Review

Briaud Financial Planning reduced its Micron Technology (MU) stake by 1.4% in Q3 2026, selling an estimated $2.85K and leaving 209 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #40.

Briaud Financial Planning first reported a position in MU in Q4 2024 and has held it in 5 quarters since. The position peaked at $245K in Q2 2026. 2,727 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Briaud Financial Planning held 209 shares of Micron Technology worth $223K as of Q3 2026.
  • Briaud Financial Planning sold 3 Micron Technology shares in Q3 2026, an estimated $2.85K.
  • Micron Technology made up 0.05% of Briaud Financial Planning's portfolio in Q3 2026, its #40 holding.
  • Briaud Financial Planning first reported a position in Micron Technology in Q4 2024 and has held it in 5 quarters since.
  • Briaud Financial Planning's Micron Technology position peaked at $245K in Q2 2026.
  • 2,727 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.