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Marcum Wealth’s Micron Technology MU Stock Holding History

Marcum Wealth’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
2025
Q1 		$445K Buy
5,119
+198
+4% +$19K 0.04% 208
2024
Q4 		$414K Buy
4,921
+43
+0.9% +$4.37K 0.04% 221
2024
Q3 		$506K Sell
4,878
-178
-4% -$18.6K 0.05% 195
2024
Q2 		$665K Sell
5,056
-10
-0.2% -$1.26K 0.07% 147
2024
Q1 		$597K Sell
5,066
-507
-9% -$45.9K 0.06% 167
2023
Q4 		$476K Sell
5,573
-512
-8% -$38K 0.05% 190
2023
Q3 		$414K Sell
6,085
-669
-10% -$44.8K 0.05% 198
2023
Q2 		$426K Buy
6,754
+450
+7% +$28.9K 0.05% 195
2023
Q1 		$380K Buy
6,304
+1,511
+32% +$88.5K 0.05% 214
2022
Q4 		$240K Sell
4,793
-766
-14% -$41.9K 0.03% 279
2022
Q3 		$279K Buy
5,559
+1,512
+37% +$87.7K 0.04% 248
2022
Q2 		$224K Buy
4,047
+551
+16% +$37.4K 0.03% 282
2022
Q1 		$272K Buy
3,496
+104
+3% +$8.87K 0.04% 260
2021
Q4 		$316K Buy
3,392
+109
+3% +$8.51K 0.04% 240
2021
Q3 		$233K Buy
3,283
+135
+4% +$10.1K 0.04% 284
2021
Q2 		$268K Sell
3,148
-210
-6% -$17.7K 0.04% 236
2021
Q1 		$296K Buy
+3,358
New +$285K 0.05% 222

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marcum Wealth's MU Position: Q1 2025 in Review

Marcum Wealth increased its Micron Technology (MU) stake by 4% in Q1 2025, buying an estimated $19K and bringing the position to 5,119 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #208.

Marcum Wealth first reported a position in MU in Q1 2021 and has held it in 17 quarters since. The position peaked at $665K in Q2 2024. 1,728 funds tracked by Wall St. Rank hold MU as of Q1 2025.

  • Marcum Wealth held 5,119 shares of Micron Technology worth $445K as of Q1 2025.
  • Marcum Wealth bought 198 Micron Technology shares in Q1 2025, an estimated $19K.
  • Micron Technology made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #208 holding.
  • Marcum Wealth first reported a position in Micron Technology in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Micron Technology position peaked at $665K in Q2 2024.
  • 1,728 funds tracked by Wall St. Rank held Micron Technology as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.