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Mowery & Schoenfeld Wealth Management’s Micron Technology MU Stock Holding History

Mowery & Schoenfeld 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 		$186K Buy
161
+13
+9% +$9.75K 0.25% 67
2026
Q1 		$50K Sell
148
-17
-10% -$6.66K 0.08% 125
2025
Q4 		$47.1K Buy
165
+17
+11% +$3.9K 0.07% 144
2025
Q3 		$24.8K Sell
148
-41
-22% -$5.25K 0.04% 161
2025
Q2 		$23.3K Buy
189
+20
+12% +$1.87K 0.04% 163
2025
Q1 		$14.7K Hold
169
– – 0.03% 230
2024
Q4 		$14.2K Buy
+169
New +$17.2K 0.03% 196

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MU Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management increased its Micron Technology (MU) stake by 8.8% in Q2 2026, buying an estimated $9.75K and bringing the position to 161 shares worth $186K. The position accounts for 0.25% of the portfolio, ranked #67.

Mowery & Schoenfeld Wealth Management first reported a position in MU in Q4 2024 and has held it in 7 quarters since. 2,614 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 161 shares of Micron Technology worth $186K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management bought 13 Micron Technology shares in Q2 2026, an estimated $9.75K.
  • Micron Technology made up 0.25% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Micron Technology in Q4 2024 and has held it in 7 quarters since.
  • 2,614 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.