Kapstone Financial Advisors’s Micron Technology MU Stock Holding History

Kapstone Financial 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 Q2	$2.54M	Sell	2,197 -431	-16%	-$323K	1.06%	20
2026 Q1	$888K	Hold	2,628	–	–	0.43%	45
2025 Q4	$750K	Hold	2,628	–	–	0.37%	46
2025 Q3	$440K	Sell	2,628 -504	-16%	-$64.5K	0.21%	60
2025 Q2	$386K	Hold	3,132	–	–	0.19%	66
2025 Q1	$272K	Buy	3,132 +107	+4%	+$10.3K	0.15%	82
2024 Q4	$269K	Hold	3,025	–	–	0.14%	86
2024 Q3	$325K	Hold	3,025	–	–	0.2%	75
2024 Q2	$398K	Hold	3,025	–	–	0.26%	64
2024 Q1	$357K	Hold	3,025	–	–	0.24%	73
2023 Q4	$270K	Hold	3,025	–	–	0.21%	86
2023 Q3	$206K	Hold	3,025	–	–	0.19%	84
2023 Q2	$214K	Buy	+3,025	New	+$194K	0.18%	93

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kapstone Financial Advisors's MU Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Micron Technology (MU) stake by 16% in Q2 2026, selling an estimated $323K and leaving 2,197 shares worth $2.54M. The position accounts for 1.06% of the portfolio, ranked #20.

Kapstone Financial Advisors first reported a position in MU in Q2 2023 and has held it in 13 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Kapstone Financial Advisors held 2,197 shares of Micron Technology worth $2.54M as of Q2 2026.
Kapstone Financial Advisors sold 431 Micron Technology shares in Q2 2026, an estimated $323K.
Micron Technology made up 1.06% of Kapstone Financial Advisors's portfolio in Q2 2026, its #20 holding.
Kapstone Financial Advisors first reported a position in Micron Technology in Q2 2023 and has held it in 13 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.