Luminvest Wealth Management
MU icon

Luminvest Wealth Management’s Micron Technology MU Stock Holding History

Luminvest 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
Q3 		$739K Sell
694
-79
-10% -$75K 0.19% 27
2026
Q2 		$892K Buy
773
+60
+8% +$45K 0.21% 26
2026
Q1 		$241K Hold
713
– – 0.06% 47
2025
Q4 		$203K Buy
+713
New +$164K 0.06% 50

Other funds holding MU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Luminvest Wealth Management's MU Position: Q3 2026 in Review

Luminvest Wealth Management reduced its Micron Technology (MU) stake by 10% in Q3 2026, selling an estimated $75K and leaving 694 shares worth $739K. The position accounts for 0.19% of the portfolio, ranked #27.

Luminvest Wealth Management first reported a position in MU in Q4 2025 and has held it in 4 quarters since. The position peaked at $892K in Q2 2026. 3,500 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Luminvest Wealth Management held 694 shares of Micron Technology worth $739K as of Q3 2026.
  • Luminvest Wealth Management sold 79 Micron Technology shares in Q3 2026, an estimated $75K.
  • Micron Technology made up 0.19% of Luminvest Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Luminvest Wealth Management first reported a position in Micron Technology in Q4 2025 and has held it in 4 quarters since.
  • Luminvest Wealth Management's Micron Technology position peaked at $892K in Q2 2026.
  • 3,500 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.