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Capital Advisors Wealth Management’s Micron Technology MU Stock Holding History

Capital Advisors 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 		$2.89M Buy
2,503
+14
+0.6% +$10.5K 0.34% 58
2026
Q1 		$841K Sell
2,489
-991
-28% -$388K 0.11% 107
2025
Q4 		$993K Buy
3,480
+712
+26% +$163K 0.14% 86
2025
Q3 		$463K Buy
2,768
+608
+28% +$77.8K 0.07% 132
2025
Q2 		$266K Buy
+2,160
New +$202K 0.04% 166
2024
Q4 		– Sell
-2,094
Closed -$217K – 179
2024
Q3 		$217K Buy
+2,094
New +$219K 0.04% 159

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

Capital Advisors Wealth Management's MU Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Micron Technology (MU) stake by 0.56% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,503 shares worth $2.89M. The position accounts for 0.34% of the portfolio, ranked #58.

Capital Advisors Wealth Management first reported a position in MU in Q3 2024 and has held it in 6 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Capital Advisors Wealth Management held 2,503 shares of Micron Technology worth $2.89M as of Q2 2026.
  • Capital Advisors Wealth Management bought 14 Micron Technology shares in Q2 2026, an estimated $10.5K.
  • Micron Technology made up 0.34% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Capital Advisors Wealth Management first reported a position in Micron Technology in Q3 2024 and has held it in 6 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.