Evermay Wealth Management’s Micron Technology MU Stock Holding History

Evermay 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 Q1	$70K	Sell	207 -94	-31%	-$36.8K	0.01%	286
2025 Q4	$85.9K	Sell	301 -100	-25%	-$22.9K	0.01%	272
2025 Q3	$67.1K	Hold	401	–	–	0.01%	304
2025 Q2	$49.4K	Hold	401	–	–	0.01%	325
2025 Q1	$34.9K	Hold	401	–	–	﹤0.01%	350
2024 Q4	$33.8K	Buy	401 +4	+1%	+$407	0.01%	349
2024 Q3	$41.2K	Sell	397 -3	-0.8%	-$314	0.01%	350
2024 Q2	$52.6K	Hold	400	–	–	0.01%	340
2024 Q1	$47.2K	Buy	400 +390	+3,900%	+$35.3K	0.01%	355
2023 Q4	$854	Buy	+10	New	+$743	﹤0.01%	551
2022 Q3	–	Sell	-4	Closed	–	–	535
2022 Q2	$0	Hold	4	–	–	﹤0.01%	550
2022 Q1	$0	Hold	4	–	–	﹤0.01%	560
2021 Q4	$0	Hold	4	–	–	﹤0.01%	527
2021 Q3	$0	Hold	4	–	–	﹤0.01%	504
2021 Q2	$0	Buy	+4	New	+$338	﹤0.01%	511

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's MU Position: Q1 2026 in Review

Evermay Wealth Management reduced its Micron Technology (MU) stake by 31% in Q1 2026, selling an estimated $36.8K and leaving 207 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #286.

Evermay Wealth Management first reported a position in MU in Q2 2021 and has held it in 15 quarters since. The position peaked at $85.9K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Evermay Wealth Management held 207 shares of Micron Technology worth $70K as of Q1 2026.
Evermay Wealth Management sold 94 Micron Technology shares in Q1 2026, an estimated $36.8K.
Micron Technology made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #286 holding.
Evermay Wealth Management first reported a position in Micron Technology in Q2 2021 and has held it in 15 quarters since.
Evermay Wealth Management's Micron Technology position peaked at $85.9K in Q4 2025.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.