Lyell Wealth Management’s Micron Technology MU Stock Holding History

Lyell 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	$2.66M	Sell	2,500 -380	-13%	-$361K	0.16%	90
2026 Q2	$3.32M	Sell	2,880 -573	-17%	-$430K	0.2%	79
2026 Q1	$1.17M	Sell	3,453 -5,002	-59%	-$1.96M	0.09%	113
2025 Q4	$2.41M	Sell	8,455 -962	-10%	-$221K	0.17%	81
2025 Q3	$1.58M	Sell	9,417 -500	-5%	-$64K	0.12%	94
2025 Q2	$1.22M	Sell	9,917 -2,425	-20%	-$227K	0.1%	111
2025 Q1	$1.07M	Sell	12,342 -605	-5%	-$58.1K	0.1%	115
2024 Q4	$1.09M	Hold	12,947	–	–	0.1%	115
2024 Q3	$1.34M	Sell	12,947 -30	-0.2%	-$3.14K	0.12%	106
2024 Q2	$1.71M	Hold	12,977	–	–	0.16%	101
2024 Q1	$1.53M	Buy	12,977 +63	+0.5%	+$5.7K	0.16%	100
2023 Q4	$1.1M	Hold	12,914	–	–	0.13%	110
2023 Q3	$879K	Sell	12,914 -1,825	-12%	-$122K	0.12%	104
2023 Q2	$930K	Sell	14,739 -2,315	-14%	-$149K	0.12%	106
2023 Q1	$1.03M	Sell	17,054 -70	-0.4%	-$4.1K	0.14%	107
2022 Q4	$856K	Buy	17,124 +1,462	+9%	+$80K	0.14%	110
2022 Q3	$785K	Buy	15,662 +1,790	+13%	+$104K	0.13%	109
2022 Q2	$767K	Sell	13,872 -500	-3%	-$34K	0.13%	113
2022 Q1	$1.12M	Buy	14,372 +385	+3%	+$32.8K	0.14%	99
2021 Q4	$1.3M	Hold	13,987	–	–	0.15%	94
2021 Q3	$994K	Sell	13,987 -382	-3%	-$28.7K	0.12%	102
2021 Q2	$1.22M	Buy	14,369 +1,537	+12%	+$130K	0.15%	94
2021 Q1	$1.13M	Buy	12,832 +4,482	+54%	+$380K	0.16%	91
2020 Q4	$628K	Buy	+8,350	New	+$504K	0.1%	98
2020 Q2	–	Sell	-5,400	Closed	-$227K	–	127
2020 Q1	$227K	Buy	+5,400	New	+$281K	0.07%	111

Other funds holding MU

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Lyell Wealth Management reduced its Micron Technology (MU) stake by 13% in Q3 2026, selling an estimated $361K and leaving 2,500 shares worth $2.66M. The position accounts for 0.16% of the portfolio, ranked #90.

Lyell Wealth Management first reported a position in MU in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.32M in Q2 2026. 2,280 funds tracked by Wall St. Rank hold MU as of Q3 2026.

Lyell Wealth Management held 2,500 shares of Micron Technology worth $2.66M as of Q3 2026.
Lyell Wealth Management sold 380 Micron Technology shares in Q3 2026, an estimated $361K.
Micron Technology made up 0.16% of Lyell Wealth Management's portfolio in Q3 2026, its #90 holding.
Lyell Wealth Management first reported a position in Micron Technology in Q1 2020 and has held it in 25 quarters since.
Lyell Wealth Management's Micron Technology position peaked at $3.32M in Q2 2026.
2,280 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.