Integrated Wealth Concepts’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
Q1
$15M Buy
44,384
+25,935
+141% +$10.2M 0.12% 171
2025
Q4
$5.27M Sell
18,449
-17,997
-49% -$4.13M 0.06% 278
2025
Q3
$6.1M Buy
36,446
+9,979
+38% +$1.28M 0.05% 326
2025
Q2
$3.26M Sell
26,467
-9,001
-25% -$841K 0.03% 468
2025
Q1
$3.08M Sell
35,468
-22,737
-39% -$2.18M 0.04% 458
2024
Q4
$4.9M Buy
58,205
+13,161
+29% +$1.34M 0.06% 302
2024
Q3
$4.67M Buy
45,044
+5,678
+14% +$594K 0.06% 301
2024
Q2
$5.18M Sell
39,366
-1,104
-3% -$139K 0.07% 259
2024
Q1
$4.77M Sell
40,470
-2,556
-6% -$231K 0.07% 273
2023
Q4
$3.67M Sell
43,026
-7,392
-15% -$549K 0.06% 301
2023
Q3
$3.43M Sell
50,418
-318
-0.6% -$21.3K 0.06% 296
2023
Q2
$3.2M Buy
50,736
+5,995
+13% +$385K 0.05% 320
2023
Q1
$2.7M Buy
44,741
+37,574
+524% +$2.2M 0.06% 314
2022
Q4
$358K Buy
7,167
+911
+15% +$49.9K 0.01% 761
2022
Q3
$313K Buy
6,256
+1,127
+22% +$65.4K 0.01% 721
2022
Q2
$284K Sell
5,129
-646
-11% -$43.9K 0.01% 774
2022
Q1
$450K Sell
5,775
-8
-0.1% -$682 0.01% 601
2021
Q4
$539K Hold
5,783
0.02% 599
2021
Q3
$410K Buy
5,783
+1,466
+34% +$110K 0.01% 621
2021
Q2
$367K Sell
4,317
-460
-10% -$38.8K 0.01% 607
2021
Q1
$421K Sell
4,777
-11,319
-70% -$960K 0.02% 514
2020
Q4
$1.21M Sell
16,096
-30
-0.2% -$1.81K 0.06% 218
2020
Q3
$757K Buy
16,126
+550
+4% +$26.6K 0.05% 263
2020
Q2
$802K Buy
+15,576
New +$734K 0.06% 206
2020
Q1
Sell
-5,361
Closed -$288K 461
2019
Q4
$288K Buy
5,361
+569
+12% +$27.2K 0.02% 374
2019
Q3
$205K Buy
+4,792
New +$217K 0.02% 406

Other funds holding MU

Integrated Wealth Concepts's MU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Micron Technology (MU) stake by 141% in Q1 2026, buying an estimated $10.2M and bringing the position to 44,384 shares worth $15M. The position accounts for 0.12% of the portfolio, ranked #171.

Integrated Wealth Concepts first reported a position in MU in Q3 2019 and has held it in 26 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Integrated Wealth Concepts held 44,384 shares of Micron Technology worth $15M as of Q1 2026.
  • Integrated Wealth Concepts bought 25,935 Micron Technology shares in Q1 2026, an estimated $10.2M.
  • Micron Technology made up 0.12% of Integrated Wealth Concepts's portfolio in Q1 2026, its #171 holding.
  • Integrated Wealth Concepts first reported a position in Micron Technology in Q3 2019 and has held it in 26 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.