MWM
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Modern Wealth Management’s Micron Technology MU Stock Holding History

Modern 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 		$7.22M Sell
19,626
-1,409
-7% -$552K 0.12% 166
2025
Q4 		$6M Buy
21,035
+1,940
+10% +$445K 0.11% 168
2025
Q3 		$3.19M Sell
19,095
-283
-1% -$36.2K 0.06% 232
2025
Q2 		$2.39M Buy
19,378
+405
+2% +$37.8K 0.06% 247
2025
Q1 		$1.65M Sell
18,973
-717
-4% -$68.9K 0.05% 233
2024
Q4 		$1.66M Buy
+19,690
New +$2M 0.06% 202

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

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

Modern Wealth Management reduced its Micron Technology (MU) stake by 6.7% in Q1 2026, selling an estimated $552K and leaving 19,626 shares worth $7.22M. The position accounts for 0.12% of the portfolio, ranked #166.

Modern Wealth Management first reported a position in MU in Q4 2024 and has held it in 6 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Modern Wealth Management held 19,626 shares of Micron Technology worth $7.22M as of Q1 2026.
  • Modern Wealth Management sold 1,409 Micron Technology shares in Q1 2026, an estimated $552K.
  • Micron Technology made up 0.12% of Modern Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Modern Wealth Management first reported a position in Micron Technology in Q4 2024 and has held it in 6 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.