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Phillips Financial Management’s Micron Technology MU Stock Holding History

Phillips Financial 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 		$1.11M Buy
965
+238
+33% +$178K 0.08% 102
2026
Q1 		$246K Buy
+727
New +$285K 0.02% 176

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

Phillips Financial Management's MU Position: Q2 2026 in Review

Phillips Financial Management increased its Micron Technology (MU) stake by 33% in Q2 2026, buying an estimated $178K and bringing the position to 965 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #102.

Phillips Financial Management first reported a position in MU in Q1 2026 and has held it in 2 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Phillips Financial Management held 965 shares of Micron Technology worth $1.11M as of Q2 2026.
  • Phillips Financial Management bought 238 Micron Technology shares in Q2 2026, an estimated $178K.
  • Micron Technology made up 0.08% of Phillips Financial Management's portfolio in Q2 2026, its #102 holding.
  • Phillips Financial Management first reported a position in Micron Technology in Q1 2026 and has held it in 2 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.