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Next Level Wealth Planning’s Micron Technology MU Stock Holding History

Next Level Wealth 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 		$1.78M Buy
5,257
+300
+6% +$118K 0.91% 12
2025
Q4 		$1.41M Hold
4,957
– – 0.75% 12
2025
Q3 		$829K Buy
4,957
+104
+2% +$13.3K 0.47% 18
2025
Q2 		$598K Buy
4,853
+7
+0.1% +$654 0.38% 20
2025
Q1 		$421K Buy
4,846
+50
+1% +$4.8K 0.32% 28
2024
Q4 		$404K Buy
+4,796
New +$488K 0.32% 26

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

Next Level Wealth Planning's MU Position: Q1 2026 in Review

Next Level Wealth Planning increased its Micron Technology (MU) stake by 6.1% in Q1 2026, buying an estimated $118K and bringing the position to 5,257 shares worth $1.78M. The position accounts for 0.91% of the portfolio, ranked #12.

Next Level Wealth Planning first reported a position in MU in Q4 2024 and has held it in 6 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Next Level Wealth Planning held 5,257 shares of Micron Technology worth $1.78M as of Q1 2026.
  • Next Level Wealth Planning bought 300 Micron Technology shares in Q1 2026, an estimated $118K.
  • Micron Technology made up 0.91% of Next Level Wealth Planning's portfolio in Q1 2026, its #12 holding.
  • Next Level Wealth Planning first reported a position in Micron Technology in Q4 2024 and has held it in 6 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.