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Forum Financial Management’s Micron Technology MU Stock Holding History

Forum Financial 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 		$4.23M Buy
3,664
+458
+14% +$343K 0.05% 57
2026
Q1 		$1.08M Sell
3,206
-14,380
-82% -$5.63M 0.02% 117
2025
Q4 		$5.02M Sell
17,586
-11,955
-40% -$2.74M 0.07% 62
2025
Q3 		$4.94M Buy
29,541
+2,972
+11% +$380K 0.07% 62
2025
Q2 		$3.27M Sell
26,569
-3,749
-12% -$350K 0.05% 80
2025
Q1 		$2.63M Sell
30,318
-221
-0.7% -$21.2K 0.04% 90
2024
Q4 		$2.57M Buy
30,539
+15,898
+109% +$1.62M 0.04% 90
2024
Q3 		$1.52M Sell
14,641
-271
-2% -$28.3K 0.03% 138
2024
Q2 		$1.96M Buy
14,912
+229
+2% +$28.9K 0.04% 106
2024
Q1 		$1.73M Sell
14,683
-66
-0.4% -$5.97K 0.03% 127
2023
Q4 		$1.26M Buy
14,749
+1,039
+8% +$77.2K 0.02% 138
2023
Q3 		$933K Buy
13,710
+34
+0.2% +$2.28K 0.02% 170
2023
Q2 		$863K Buy
13,676
+1,615
+13% +$104K 0.02% 182
2023
Q1 		$728K Buy
12,061
+654
+6% +$38.3K 0.02% 187
2022
Q4 		$570K Buy
11,407
+1,519
+15% +$83.1K 0.02% 226
2022
Q3 		$495K Sell
9,888
-2,016
-17% -$117K 0.02% 222
2022
Q2 		$658K Sell
11,904
-387
-3% -$26.3K 0.03% 181
2022
Q1 		$957K Sell
12,291
-156
-1% -$13.3K 0.05% 129
2021
Q4 		$1.16M Buy
+12,447
New +$972K 0.06% 109

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

Forum Financial Management's MU Position: Q2 2026 in Review

Forum Financial Management increased its Micron Technology (MU) stake by 14% in Q2 2026, buying an estimated $343K and bringing the position to 3,664 shares worth $4.23M. The position accounts for 0.05% of the portfolio, ranked #57.

Forum Financial Management first reported a position in MU in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.02M in Q4 2025. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Forum Financial Management held 3,664 shares of Micron Technology worth $4.23M as of Q2 2026.
  • Forum Financial Management bought 458 Micron Technology shares in Q2 2026, an estimated $343K.
  • Micron Technology made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #57 holding.
  • Forum Financial Management first reported a position in Micron Technology in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Micron Technology position peaked at $5.02M in Q4 2025.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.