CFA
MU icon

Capstone Financial Advisors’s Micron Technology MU Stock Holding History

Capstone Financial Advisors’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 		$1.18M Buy
3,498
+1,462
+72% +$573K 0.06% 57
2025
Q4 		$581K Buy
2,036
+840
+70% +$193K 0.03% 86
2025
Q3 		$200K Buy
+1,196
New +$153K 0.01% 171

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Financial Advisors's MU Position: Q1 2026 in Review

Capstone Financial Advisors increased its Micron Technology (MU) stake by 72% in Q1 2026, buying an estimated $573K and bringing the position to 3,498 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #57.

Capstone Financial Advisors first reported a position in MU in Q3 2025 and has held it in 3 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Capstone Financial Advisors held 3,498 shares of Micron Technology worth $1.18M as of Q1 2026.
  • Capstone Financial Advisors bought 1,462 Micron Technology shares in Q1 2026, an estimated $573K.
  • Micron Technology made up 0.06% of Capstone Financial Advisors's portfolio in Q1 2026, its #57 holding.
  • Capstone Financial Advisors first reported a position in Micron Technology in Q3 2025 and has held it in 3 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.