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Legacy Financial Advisors’s Micron Technology MU Stock Holding History

Legacy 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 		$8.35M Sell
7,234
-2,160
-23% -$1.62M 1.02% 20
2026
Q1 		$3.17M Buy
9,394
+828
+10% +$324K 0.44% 39
2025
Q4 		$2.44M Buy
8,566
+2,637
+44% +$605K 0.34% 46
2025
Q3 		$992K Buy
5,929
+1,211
+26% +$155K 0.14% 122
2025
Q2 		$581K Buy
4,718
+1,477
+46% +$138K 0.09% 184
2025
Q1 		$282K Buy
3,241
+619
+24% +$59.5K 0.05% 284
2024
Q4 		$221K Buy
2,622
+241
+10% +$24.5K 0.04% 322
2024
Q3 		$247K Buy
2,381
+24
+1% +$2.51K 0.04% 305
2024
Q2 		$310K Buy
2,357
+118
+5% +$14.9K 0.06% 245
2024
Q1 		$264K Buy
+2,239
New +$203K 0.05% 268
2019
Q2 		– Sell
-1,589
Closed -$66K – 617
2019
Q1 		$66K Buy
1,589
+202
+15% +$7.8K 0.02% 233
2018
Q4 		$44K Buy
1,387
+317
+30% +$12K 0.02% 262
2018
Q3 		$48K Sell
1,070
-73
-6% -$3.68K 0.02% 252
2018
Q2 		$64K Buy
1,143
+36
+3% +$1.95K 0.02% 216
2018
Q1 		$55K Buy
1,107
+246
+29% +$11.8K 0.02% 233
2017
Q4 		$35K Buy
+861
New +$37.1K 0.01% 290

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

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

Legacy Financial Advisors reduced its Micron Technology (MU) stake by 23% in Q2 2026, selling an estimated $1.62M and leaving 7,234 shares worth $8.35M. The position accounts for 1.02% of the portfolio, ranked #20.

Legacy Financial Advisors first reported a position in MU in Q4 2017 and has held it in 16 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Legacy Financial Advisors held 7,234 shares of Micron Technology worth $8.35M as of Q2 2026.
  • Legacy Financial Advisors sold 2,160 Micron Technology shares in Q2 2026, an estimated $1.62M.
  • Micron Technology made up 1.02% of Legacy Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Legacy Financial Advisors first reported a position in Micron Technology in Q4 2017 and has held it in 16 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.