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Marks Group Wealth Management’s Micron Technology MU Stock Holding History

Marks Group 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
Q2 		$5.27M Buy
4,565
+262
+6% +$196K 0.46% 52
2026
Q1 		$1.45M Buy
4,303
+494
+13% +$194K 0.14% 166
2025
Q4 		$1.09M Sell
3,809
-1,383
-27% -$317K 0.1% 181
2025
Q3 		$869K Hold
5,192
– – 0.08% 186
2025
Q2 		$640K Sell
5,192
-49
-0.9% -$4.58K 0.06% 211
2025
Q1 		$455K Hold
5,241
– – 0.04% 246
2024
Q4 		$441K Hold
5,241
– – 0.04% 232
2024
Q3 		$544K Hold
5,241
– – 0.05% 219
2024
Q2 		$689K Sell
5,241
-1,209
-19% -$152K 0.07% 197
2024
Q1 		$760K Sell
6,450
-99
-2% -$8.96K 0.08% 188
2023
Q4 		$559K Buy
6,549
+14
+0.2% +$1.04K 0.06% 210
2023
Q3 		$445K Hold
6,535
– – 0.06% 216
2023
Q2 		$412K Buy
6,535
+1
+0% +$64 0.05% 222
2023
Q1 		$394K Sell
6,534
-98
-1% -$5.74K 0.05% 227
2022
Q4 		$331K Hold
6,632
– – 0.05% 241
2022
Q3 		$332K Hold
6,632
– – 0.05% 230
2022
Q2 		$367K Sell
6,632
-504
-7% -$34.2K 0.05% 230
2022
Q1 		$556K Hold
7,136
– – 0.07% 222
2021
Q4 		$665K Buy
7,136
+2,764
+63% +$216K 0.08% 210
2021
Q3 		$311K Sell
4,372
-1
-0% -$75 0.04% 243
2021
Q2 		$371K Sell
4,373
-100
-2% -$8.44K 0.05% 198
2021
Q1 		$396K Hold
4,473
– – 0.06% 189
2020
Q4 		$336K Hold
4,473
– – 0.05% 201
2020
Q3 		$210K Hold
4,473
– – 0.04% 229
2020
Q2 		$231K Buy
+4,473
New +$211K 0.05% 215

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Marks Group Wealth Management's MU Position: Q2 2026 in Review

Marks Group Wealth Management increased its Micron Technology (MU) stake by 6.1% in Q2 2026, buying an estimated $196K and bringing the position to 4,565 shares worth $5.27M. The position accounts for 0.46% of the portfolio, ranked #52.

Marks Group Wealth Management first reported a position in MU in Q2 2020 and has held it in 25 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Marks Group Wealth Management held 4,565 shares of Micron Technology worth $5.27M as of Q2 2026.
  • Marks Group Wealth Management bought 262 Micron Technology shares in Q2 2026, an estimated $196K.
  • Micron Technology made up 0.46% of Marks Group Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Marks Group Wealth Management first reported a position in Micron Technology in Q2 2020 and has held it in 25 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.