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Independent Solutions Wealth Management’s Micron Technology MU Stock Holding History

Independent Solutions 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
Q2 		$2.35M Sell
2,039
-88
-4% -$66K 0.31% 91
2026
Q1 		$719K Sell
2,127
-285
-12% -$112K 0.11% 127
2025
Q4 		$688K Sell
2,412
-34
-1% -$7.8K 0.13% 111
2025
Q3 		$409K Sell
2,446
-73
-3% -$9.34K 0.07% 134
2025
Q2 		$310K Sell
2,519
-366
-13% -$34.2K 0.06% 150
2025
Q1 		$251K Sell
2,885
-178
-6% -$17.1K 0.06% 160
2024
Q4 		$258K Sell
3,063
-17,895
-85% -$1.82M 0.06% 150
2024
Q3 		$2.17M Buy
20,958
+4,921
+31% +$515K 0.49% 58
2024
Q2 		$2.11M Buy
16,037
+12,114
+309% +$1.53M 0.48% 62
2024
Q1 		$462K Buy
3,923
+550
+16% +$49.8K 0.11% 129
2023
Q4 		$288K Buy
3,373
+406
+14% +$30.2K 0.07% 145
2023
Q3 		$202K Buy
+2,967
New +$199K 0.05% 193
2023
Q2 		– Sell
-3,580
Closed -$216K – 229
2023
Q1 		$216K Buy
+3,580
New +$210K 0.06% 200
2022
Q3 		– Sell
-25,876
Closed -$1.43M – 217
2022
Q2 		$1.43M Sell
25,876
-4,350
-14% -$295K 0.45% 61
2022
Q1 		$2.35M Buy
30,226
+6,237
+26% +$532K 0.55% 43
2021
Q4 		$2.23M Sell
23,989
-724
-3% -$56.5K 0.53% 45
2021
Q3 		$1.75M Buy
24,713
+81
+0.3% +$6.08K 0.43% 53
2021
Q2 		$2.09M Buy
24,632
+2,598
+12% +$219K 0.51% 49
2021
Q1 		$1.94M Buy
22,034
+9,783
+80% +$830K 0.53% 46
2020
Q4 		$921K Buy
12,251
+821
+7% +$49.5K 0.29% 75
2020
Q3 		$537K Buy
11,430
+5,225
+84% +$253K 0.2% 92
2020
Q2 		$320K Buy
6,205
+8
+0.1% +$377 0.14% 117
2020
Q1 		$261K Buy
6,197
+353
+6% +$18.4K 0.14% 106
2019
Q4 		$314K Buy
+5,844
New +$279K 0.14% 123

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

Independent Solutions Wealth Management's MU Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Micron Technology (MU) stake by 4.1% in Q2 2026, selling an estimated $66K and leaving 2,039 shares worth $2.35M. The position accounts for 0.31% of the portfolio, ranked #91.

Independent Solutions Wealth Management first reported a position in MU in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.35M in Q1 2022. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Independent Solutions Wealth Management held 2,039 shares of Micron Technology worth $2.35M as of Q2 2026.
  • Independent Solutions Wealth Management sold 88 Micron Technology shares in Q2 2026, an estimated $66K.
  • Micron Technology made up 0.31% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Independent Solutions Wealth Management first reported a position in Micron Technology in Q4 2019 and has held it in 24 quarters since.
  • Independent Solutions Wealth Management's Micron Technology position peaked at $2.35M in Q1 2022.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.