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Comprehensive Financial Planning’s Micron Technology MU Stock Holding History

Comprehensive 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 		$7.41M Buy
6,416
+1,835
+40% +$1.38M 3.95% 4
2026
Q1 		$1.55M Buy
4,581
+1,180
+35% +$462K 1.07% 29
2025
Q4 		$971K Buy
3,401
+1,956
+135% +$449K 0.64% 42
2025
Q3 		$242K Buy
+1,445
New +$185K 0.17% 93
2025
Q1 		– Sell
-400
Closed -$33.7K – 352
2024
Q4 		$33.7K Buy
+400
New +$40.7K 0.03% 177

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

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

Comprehensive Financial Planning increased its Micron Technology (MU) stake by 40% in Q2 2026, buying an estimated $1.38M and bringing the position to 6,416 shares worth $7.41M. The position accounts for 3.95% of the portfolio, ranked #4.

Comprehensive Financial Planning first reported a position in MU in Q4 2024 and has held it in 5 quarters since. 3,888 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Comprehensive Financial Planning held 6,416 shares of Micron Technology worth $7.41M as of Q2 2026.
  • Comprehensive Financial Planning bought 1,835 Micron Technology shares in Q2 2026, an estimated $1.38M.
  • Micron Technology made up 3.95% of Comprehensive Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Comprehensive Financial Planning first reported a position in Micron Technology in Q4 2024 and has held it in 5 quarters since.
  • 3,888 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.