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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lyell Wealth Management's MU Position: Q1 2026 in Review

Lyell Wealth Management reduced its Micron Technology (MU) stake by 59% in Q1 2026, selling an estimated $1.96M and leaving 3,453 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #113.

Lyell Wealth Management first reported a position in MU in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.41M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Lyell Wealth Management held 3,453 shares of Micron Technology worth $1.17M as of Q1 2026.
  • Lyell Wealth Management sold 5,002 Micron Technology shares in Q1 2026, an estimated $1.96M.
  • Micron Technology made up 0.09% of Lyell Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Lyell Wealth Management first reported a position in Micron Technology in Q1 2020 and has held it in 23 quarters since.
  • Lyell Wealth Management's Micron Technology position peaked at $2.41M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.