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Fiduciary Planning’s Micron Technology MU Stock Holding History

Fiduciary 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 		$1.68M Sell
1,459
-329
-18% -$247K 0.44% 29
2026
Q1 		$604K Sell
1,788
-80
-4% -$31.3K 0.18% 49
2025
Q4 		$533K Buy
1,868
+120
+7% +$27.5K 0.16% 50
2025
Q3 		$292K Sell
1,748
-219
-11% -$28K 0.09% 66
2025
Q2 		$242K Buy
+1,967
New +$184K 0.08% 71

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

Fiduciary Planning's MU Position: Q2 2026 in Review

Fiduciary Planning reduced its Micron Technology (MU) stake by 18% in Q2 2026, selling an estimated $247K and leaving 1,459 shares worth $1.68M. The position accounts for 0.44% of the portfolio, ranked #29.

Fiduciary Planning first reported a position in MU in Q2 2025 and has held it in 5 quarters since. 3,903 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Fiduciary Planning held 1,459 shares of Micron Technology worth $1.68M as of Q2 2026.
  • Fiduciary Planning sold 329 Micron Technology shares in Q2 2026, an estimated $247K.
  • Micron Technology made up 0.44% of Fiduciary Planning's portfolio in Q2 2026, its #29 holding.
  • Fiduciary Planning first reported a position in Micron Technology in Q2 2025 and has held it in 5 quarters since.
  • 3,903 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.