Mark Sheptoff Financial Planning’s Micron Technology MU Stock Holding History

Mark Sheptoff Financial Planning’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	$320K	Hold	500	–	–	0.17%	74
2025 Q4	$143K	Buy	500 +25	+5%	+$5.74K	0.07%	116
2025 Q3	$79.5K	Buy	+475	New	+$60.8K	0.04%	162
2024 Q4	–	Sell	-350	Closed	-$36.3K	–	444
2024 Q3	$36.3K	Sell	350 -800	-70%	-$83.7K	0.02%	191
2024 Q2	$151K	Sell	1,150 -100	-8%	-$12.6K	0.08%	106
2024 Q1	$147K	Buy	+1,250	New	+$113K	0.08%	116
2023 Q4	–	Sell	-50	Closed	-$3.4K	–	405
2023 Q3	$3.4K	Sell	50 -2,850	-98%	-$191K	﹤0.01%	324
2023 Q2	$183K	Hold	2,900	–	–	0.1%	98
2023 Q1	$175K	Buy	2,900 +2,850	+5,700%	+$167K	0.1%	100
2022 Q4	$2.5K	Buy	+50	New	+$2.74K	﹤0.01%	340
2022 Q3	–	Sell	-10,225	Closed	-$565K	–	388
2022 Q2	$565K	Buy	10,225 +3,225	+46%	+$219K	0.32%	54
2022 Q1	$545K	Sell	7,000 -50	-0.7%	-$4.26K	0.27%	64
2021 Q4	$657K	Buy	7,050 +1,600	+29%	+$125K	0.31%	56
2021 Q3	$387K	Sell	5,450 -6,915	-56%	-$519K	0.21%	72
2021 Q2	$1.05M	Sell	12,365 -250	-2%	-$21.1K	0.56%	33
2021 Q1	$1.11M	Sell	12,615 -3,635	-22%	-$308K	0.64%	29
2020 Q4	$1.22M	Buy	16,250 +12,650	+351%	+$763K	0.7%	31
2020 Q3	$169K	Hold	3,600	–	–	0.1%	100
2020 Q2	$185K	Hold	3,600	–	–	0.12%	92
2020 Q1	$151K	Sell	3,600 -6,200	-63%	-$322K	0.11%	89
2019 Q4	$527K	Hold	9,800	–	–	0.33%	57
2019 Q3	$420K	Hold	9,800	–	–	0.28%	58
2019 Q2	$378K	Sell	9,800 -1,400	-13%	-$53.3K	0.26%	67
2019 Q1	$463K	Sell	11,200 -2,150	-16%	-$83.1K	0.33%	57
2018 Q4	$424K	Buy	13,350 +1,200	+10%	+$45.5K	0.35%	55
2018 Q3	$550K	Buy	12,150 +3,300	+37%	+$166K	0.38%	58
2018 Q2	$464K	Sell	8,850 -25,950	-75%	-$1.4M	0.34%	67
2018 Q1	$1.81M	Sell	34,800 -300	-0.9%	-$14.4K	1.26%	20
2017 Q4	$1.44M	Sell	35,100 -1,500	-4%	-$64.6K	0.94%	28
2017 Q3	$1.44M	Sell	36,600 -200	-0.5%	-$6.32K	0.97%	27
2017 Q2	$1.1M	Sell	36,800 -1,101	-3%	-$32.2K	0.75%	37
2017 Q1	$1.09M	Sell	37,901 -1,199	-3%	-$29.3K	0.78%	36
2016 Q4	$857K	Hold	39,100	–	–	0.64%	43
2016 Q3	$695K	Sell	39,100 -1,000	-2%	-$15.3K	0.52%	47
2016 Q2	$552K	Sell	40,100 -4,000	-9%	-$45.5K	0.41%	59
2016 Q1	$462K	Buy	44,100 +500	+1%	+$5.59K	0.38%	59
2015 Q4	$617K	Buy	43,600 +43,272	+13,193%	+$692K	0.5%	53
2015 Q3	$5K	Buy	328 +28	+9%	+$481	﹤0.01%	288
2015 Q2	$6K	Sell	300 -8,050	-96%	-$215K	﹤0.01%	298
2015 Q1	$227K	Sell	8,350 -250	-3%	-$7.47K	0.19%	92
2014 Q4	$301K	Buy	8,600 +2,300	+37%	+$76.1K	0.27%	81
2014 Q3	$216K	Buy	6,300 +300	+5%	+$9.71K	0.19%	100
2014 Q2	$198K	Buy	6,000 +300	+5%	+$8.18K	0.17%	99
2014 Q1	$135K	Buy	+5,700	New	+$135K	0.12%	123

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's MU Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Micron Technology (MU) position steady in Q1 2026 at 500 shares worth $320K. The position accounts for 0.17% of the portfolio, ranked #74.

Mark Sheptoff Financial Planning first reported a position in MU in Q1 2014 and has held it in 44 quarters since. The position peaked at $1.81M in Q1 2018. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Mark Sheptoff Financial Planning held 500 shares of Micron Technology worth $320K as of Q1 2026.
Mark Sheptoff Financial Planning left its Micron Technology share count unchanged in Q1 2026.
Micron Technology made up 0.17% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #74 holding.
Mark Sheptoff Financial Planning first reported a position in Micron Technology in Q1 2014 and has held it in 44 quarters since.
Mark Sheptoff Financial Planning's Micron Technology position peaked at $1.81M in Q1 2018.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.