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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning's MU Position: Q1 2026 in Review

Fiduciary Planning reduced its Micron Technology (MU) stake by 4.3% in Q1 2026, selling an estimated $31.3K and leaving 1,788 shares worth $604K. The position accounts for 0.18% of the portfolio, ranked #49.

Fiduciary Planning first reported a position in MU in Q2 2025 and has held it in 4 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Fiduciary Planning held 1,788 shares of Micron Technology worth $604K as of Q1 2026.
  • Fiduciary Planning sold 80 Micron Technology shares in Q1 2026, an estimated $31.3K.
  • Micron Technology made up 0.18% of Fiduciary Planning's portfolio in Q1 2026, its #49 holding.
  • Fiduciary Planning first reported a position in Micron Technology in Q2 2025 and has held it in 4 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.