IWA
MU icon

IBEX Wealth Advisors’s Micron Technology MU Stock Holding History

IBEX Wealth Advisors’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 		$17.3M Buy
51,248
+634
+1% +$248K 1.61% 15
2025
Q4 		$14.4M Buy
50,614
+2,489
+5% +$571K 1.41% 15
2025
Q3 		$8.05M Buy
+48,125
New +$6.16M 0.77% 34
2024
Q3 		– Sell
-630
Closed -$82.9K – 202
2024
Q2 		$82.9K Buy
+630
New +$79.4K 0.01% 152
2019
Q3 		– Sell
-1,395
Closed -$53K – 274
2019
Q2 		$53K Buy
+1,395
New +$53.2K 0.02% 219

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

IBEX Wealth Advisors's MU Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Micron Technology (MU) stake by 1.3% in Q1 2026, buying an estimated $248K and bringing the position to 51,248 shares worth $17.3M. The position accounts for 1.61% of the portfolio, ranked #15.

IBEX Wealth Advisors first reported a position in MU in Q2 2019 and has held it in 5 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • IBEX Wealth Advisors held 51,248 shares of Micron Technology worth $17.3M as of Q1 2026.
  • IBEX Wealth Advisors bought 634 Micron Technology shares in Q1 2026, an estimated $248K.
  • Micron Technology made up 1.61% of IBEX Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • IBEX Wealth Advisors first reported a position in Micron Technology in Q2 2019 and has held it in 5 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.