Institute for Wealth Management’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.01M | Sell |
6,939
-46
| -0.7% | -$34.5K | 0.71% | 25 |
|
|
2026
Q1 | $2.36M | Buy |
6,985
+1,475
| +27% | +$578K | 0.25% | 90 |
|
|
2025
Q4 | $1.57M | Buy |
5,510
+1,070
| +24% | +$246K | 0.17% | 129 |
|
|
2025
Q3 | $743K | Sell |
4,440
-40
| -0.9% | -$5.12K | 0.08% | 250 |
|
|
2025
Q2 | $552K | Sell |
4,480
-70
| -2% | -$6.54K | 0.06% | 294 |
|
|
2025
Q1 | $395K | Sell |
4,550
-504
| -10% | -$48.4K | 0.05% | 347 |
|
|
2024
Q4 | $425K | Sell |
5,054
-45
| -0.9% | -$4.58K | 0.05% | 319 |
|
|
2024
Q3 | $529K | Sell |
5,099
-1
| -0% | -$105 | 0.07% | 288 |
|
|
2024
Q2 | $671K | Buy |
5,100
+409
| +9% | +$51.5K | 0.09% | 227 |
|
|
2024
Q1 | $553K | Hold |
4,691
| – | – | 0.07% | 271 |
|
|
2023
Q4 | $400K | Sell |
4,691
-56
| -1% | -$4.16K | 0.06% | 313 |
|
|
2023
Q3 | $323K | Sell |
4,747
-59
| -1% | -$3.95K | 0.06% | 333 |
|
|
2023
Q2 | $303K | Sell |
4,806
-56
| -1% | -$3.6K | 0.05% | 361 |
|
|
2023
Q1 | $293K | Hold |
4,862
| – | – | 0.06% | 360 |
|
|
2022
Q4 | $243K | Sell |
4,862
-245
| -5% | -$13.4K | 0.05% | 390 |
|
|
2022
Q3 | $256K | Sell |
5,107
-120
| -2% | -$6.96K | 0.06% | 370 |
|
|
2022
Q2 | $289K | Hold |
5,227
| – | – | 0.06% | 401 |
|
|
2022
Q1 | $407K | Sell |
5,227
-2,995
| -36% | -$255K | 0.07% | 333 |
|
|
2021
Q4 | $766K | Hold |
8,222
| – | – | 0.12% | 200 |
|
|
2021
Q3 | $584K | Hold |
8,222
| – | – | 0.1% | 242 |
|
|
2021
Q2 | $699K | Buy |
8,222
+147
| +2% | +$12.4K | 0.12% | 201 |
|
|
2021
Q1 | $712K | Sell |
8,075
-156
| -2% | -$13.2K | 0.14% | 191 |
|
|
2020
Q4 | $619K | Buy |
8,231
+427
| +5% | +$25.7K | 0.12% | 204 |
|
|
2020
Q3 | $366K | Buy |
7,804
+384
| +5% | +$18.6K | 0.08% | 284 |
|
|
2020
Q2 | $382K | Buy |
7,420
+586
| +9% | +$27.6K | 0.09% | 284 |
|
|
2020
Q1 | $287K | Buy |
+6,834
| New | +$355K | 0.09% | 288 |
|
|
2019
Q2 | – | Sell |
-5,136
| Closed | -$212K | – | 489 |
|
|
2019
Q1 | $212K | Buy |
+5,136
| New | +$198K | 0.05% | 405 |
|
|
2018
Q2 | – | Sell |
-11,040
| Closed | -$507K | – | 227 |
|
|
2018
Q1 | $507K | Buy |
11,040
+5,414
| +96% | +$259K | 0.15% | 192 |
|
|
2017
Q4 | $233K | Sell |
5,626
-4,708
| -46% | -$203K | 0.05% | 337 |
|
|
2017
Q3 | $406K | Sell |
10,334
-137
| -1% | -$4.33K | 0.13% | 199 |
|
|
2017
Q2 | $313K | Buy |
+10,471
| New | +$306K | 0.09% | 303 |
|
Other funds holding MU
Institute for Wealth Management's MU Position: Q2 2026 in Review
Institute for Wealth Management reduced its Micron Technology (MU) stake by 0.66% in Q2 2026, selling an estimated $34.5K and leaving 6,939 shares worth $8.01M. The position accounts for 0.71% of the portfolio, ranked #25.
Institute for Wealth Management first reported a position in MU in Q2 2017 and has held it in 31 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.
- Institute for Wealth Management held 6,939 shares of Micron Technology worth $8.01M as of Q2 2026.
- Institute for Wealth Management sold 46 Micron Technology shares in Q2 2026, an estimated $34.5K.
- Micron Technology made up 0.71% of Institute for Wealth Management's portfolio in Q2 2026, its #25 holding.
- Institute for Wealth Management first reported a position in Micron Technology in Q2 2017 and has held it in 31 quarters since.
- 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.