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Evercore Wealth Management’s Micron Technology MU Stock Holding History

Evercore 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 		$3.63M Sell
3,148
-507
-14% -$380K 0.05% 125
2026
Q1 		$1.23M Sell
3,655
-179
-5% -$70.1K 0.02% 204
2025
Q4 		$1.09M Buy
3,834
+150
+4% +$34.4K 0.02% 209
2025
Q3 		$616K Sell
3,684
-67
-2% -$8.57K 0.01% 263
2025
Q2 		$462K Hold
3,751
– – 0.01% 293
2025
Q1 		$326K Buy
3,751
+99
+3% +$9.51K 0.01% 328
2024
Q4 		$307K Buy
3,652
+1
+0% +$102 ﹤0.01% 340
2024
Q3 		$379K Hold
3,651
– – 0.01% 309
2024
Q2 		$480K Hold
3,651
– – 0.01% 281
2024
Q1 		$430K Sell
3,651
-60
-2% -$5.43K 0.01% 299
2023
Q4 		$317K Buy
+3,711
New +$276K 0.01% 338
2021
Q3 		– Sell
-2,647
Closed -$225K – 425
2021
Q2 		$225K Sell
2,647
-2,036
-43% -$172K ﹤0.01% 408
2021
Q1 		$413K Buy
4,683
+5
+0.1% +$424 0.01% 320
2020
Q4 		$352K Buy
4,678
+78
+2% +$4.7K 0.01% 336
2020
Q3 		$216K Buy
4,600
+16
+0.3% +$774 0.01% 354
2020
Q2 		$236K Buy
+4,584
New +$216K 0.01% 336
2020
Q1 		– Sell
-4,897
Closed -$263K – 393
2019
Q4 		$263K Sell
4,897
-668
-12% -$31.9K 0.01% 355
2019
Q3 		$238K Buy
+5,565
New +$252K 0.01% 364
2018
Q3 		– Sell
-4,436
Closed -$233K – 435
2018
Q2 		$233K Sell
4,436
-230
-5% -$12.4K 0.01% 363
2018
Q1 		$243K Sell
4,666
-194
-4% -$9.29K 0.01% 322
2017
Q4 		$200K Hold
4,860
– – 0.01% 363
2017
Q3 		$191K Hold
4,860
– – 0.01% 369
2017
Q2 		$145K Sell
4,860
-225
-4% -$6.58K 0.01% 410
2017
Q1 		$147K Sell
5,085
-4,078
-45% -$99.6K 0.01% 417
2016
Q4 		$201K Sell
9,163
-853
-9% -$16K 0.01% 366
2016
Q3 		$178K Sell
10,016
-220
-2% -$3.36K 0.01% 393
2016
Q2 		$141K Buy
10,236
+287
+3% +$3.26K 0.01% 417
2016
Q1 		$104K Sell
9,949
-2,136
-18% -$23.9K ﹤0.01% 451
2015
Q4 		$171K Hold
12,085
– – 0.01% 398
2015
Q3 		$180K Buy
12,085
+10
+0.1% +$172 0.01% 399
2015
Q2 		$227K Sell
12,075
-50
-0.4% -$1.33K 0.01% 398
2015
Q1 		$328K Sell
12,125
-700
-5% -$20.9K 0.02% 335
2014
Q4 		$450K Sell
12,825
-3,570
-22% -$118K 0.02% 255
2014
Q3 		$562K Buy
16,395
+1,470
+10% +$47.6K 0.03% 246
2014
Q2 		$492K Sell
14,925
-4,350
-23% -$119K 0.03% 268
2014
Q1 		$456K Sell
19,275
-17,350
-47% -$412K 0.03% 270
2013
Q4 		$797K Sell
36,625
-226,051
-86% -$4.39M 0.04% 208
2013
Q3 		$4.59M Sell
262,676
-2,910
-1% -$42.2K 0.26% 98
2013
Q2 		$3.81M Buy
+265,586
New +$2.94M 0.22% 114

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

Evercore Wealth Management's MU Position: Q2 2026 in Review

Evercore Wealth Management reduced its Micron Technology (MU) stake by 14% in Q2 2026, selling an estimated $380K and leaving 3,148 shares worth $3.63M. The position accounts for 0.05% of the portfolio, ranked #125.

Evercore Wealth Management first reported a position in MU in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.59M in Q3 2013. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Evercore Wealth Management held 3,148 shares of Micron Technology worth $3.63M as of Q2 2026.
  • Evercore Wealth Management sold 507 Micron Technology shares in Q2 2026, an estimated $380K.
  • Micron Technology made up 0.05% of Evercore Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Evercore Wealth Management first reported a position in Micron Technology in Q2 2013 and has held it in 39 quarters since.
  • Evercore Wealth Management's Micron Technology position peaked at $4.59M in Q3 2013.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.