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Concord Wealth Partners’s Micron Technology MU Stock Holding History

Concord Wealth Partners’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 		$3.39M Buy
+2,938
New +$2.2M 0.39% 62
2026
Q1 		– Sell
-263
Closed -$74.9K – 578
2025
Q4 		$74.9K Buy
263
+1
+0.4% +$229 0.01% 286
2025
Q3 		$43.8K Hold
262
– – 0.01% 355
2025
Q2 		$32.2K Buy
262
+12
+5% +$1.12K ﹤0.01% 397
2025
Q1 		$21.7K Sell
250
-22
-8% -$2.11K ﹤0.01% 426
2024
Q4 		$22.9K Buy
272
+22
+9% +$2.24K ﹤0.01% 435
2024
Q3 		$25.9K Hold
250
– – ﹤0.01% 437
2024
Q2 		$32.9K Hold
250
– – 0.01% 361
2024
Q1 		$29.5K Hold
250
– – 0.01% 442
2023
Q4 		$21.3K Sell
250
-33
-12% -$2.45K ﹤0.01% 467
2023
Q3 		$19.3K Sell
283
-170
-38% -$11.4K ﹤0.01% 515
2023
Q2 		$28.6K Buy
453
+33
+8% +$2.12K 0.01% 450
2023
Q1 		$25.3K Sell
420
-33
-7% -$1.93K 0.01% 451
2022
Q4 		$22.6K Buy
+453
New +$24.8K 0.01% 506
2022
Q3 		– Sell
-444
Closed -$25K – 757
2022
Q2 		$25K Sell
444
-486
-52% -$33K 0.01% 497
2022
Q1 		$72K Buy
930
+117
+14% +$9.97K 0.02% 363
2021
Q4 		$76K Buy
813
+716
+738% +$55.9K 0.02% 356
2021
Q3 		$7K Sell
97
-151
-61% -$11.3K ﹤0.01% 532
2021
Q2 		$21K Buy
248
+193
+351% +$16.3K 0.01% 491
2021
Q1 		$5K Buy
55
+38
+224% +$3.22K ﹤0.01% 671
2020
Q4 		$1K Buy
+17
New +$1.02K ﹤0.01% 638

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

Concord Wealth Partners's MU Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Micron Technology (MU) in Q2 2026: 2,938 shares worth $3.39M. The stake represents 0.39% of the portfolio and ranks #62 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MU as recently as Q4 2025.

Concord Wealth Partners first reported a position in MU in Q4 2020 and has held it in 21 quarters since. 3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Concord Wealth Partners held 2,938 shares of Micron Technology worth $3.39M as of Q2 2026.
  • Micron Technology was a new Concord Wealth Partners position in Q2 2026.
  • Micron Technology made up 0.39% of Concord Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Concord Wealth Partners first reported a position in Micron Technology in Q4 2020 and has held it in 21 quarters since.
  • 3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.