Evermay Wealth Management
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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
Q3 		$220K Sell
206
-1
-0.5% -$950 0.02% 196
2026
Q2 		$239K Hold
207
– – 0.02% 190
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Evermay Wealth Management's MU Position: Q3 2026 in Review

Evermay Wealth Management reduced its Micron Technology (MU) stake by 0.48% in Q3 2026, selling an estimated $950 and leaving 206 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #196.

Evermay Wealth Management first reported a position in MU in Q2 2021 and has held it in 17 quarters since. The position peaked at $239K in Q2 2026. 2,727 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Evermay Wealth Management held 206 shares of Micron Technology worth $220K as of Q3 2026.
  • Evermay Wealth Management sold 1 Micron Technology share in Q3 2026, an estimated $950.
  • Micron Technology made up 0.02% of Evermay Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Evermay Wealth Management first reported a position in Micron Technology in Q2 2021 and has held it in 17 quarters since.
  • Evermay Wealth Management's Micron Technology position peaked at $239K in Q2 2026.
  • 2,727 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.