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Capital & Planning LLC’s Micron Technology MU Stock Holding History

Capital & Planning LLC’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 		$210K Buy
+621
New +$243K 0.13% 40
2025
Q1 		– Sell
-520
Closed -$43.8K – 122
2024
Q4 		$43.8K Buy
+520
New +$52.9K 0.03% 57

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's MU Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Micron Technology (MU) in Q1 2026: 621 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #40 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in MU as recently as Q4 2024.

Capital & Planning LLC first reported a position in MU in Q4 2024 and has held it in 2 quarters since. 3,008 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Capital & Planning LLC held 621 shares of Micron Technology worth $210K as of Q1 2026.
  • Micron Technology was a new Capital & Planning LLC position in Q1 2026.
  • Micron Technology made up 0.13% of Capital & Planning LLC's portfolio in Q1 2026, its #40 holding.
  • Capital & Planning LLC first reported a position in Micron Technology in Q4 2024 and has held it in 2 quarters since.
  • 3,008 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.