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Phillips Wealth Planners’s Micron Technology MU Stock Holding History

Phillips Wealth Planners’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 		$272K Sell
290
-188
-39% -$141K 0.2% 168
2026
Q1 		$380K Sell
478
-213
-31% -$83.4K 0.29% 118
2025
Q4 		$269K Sell
691
-964
-58% -$221K 0.22% 159
2025
Q3 		$316K Sell
1,655
-1,875
-53% -$240K 0.26% 132
2025
Q2 		$439K Buy
3,530
+36
+1% +$3.36K 0.4% 81
2025
Q1 		$243K Sell
3,494
-28
-0.8% -$2.69K 0.26% 142
2024
Q4 		$350K Buy
3,522
+29
+0.8% +$2.95K 0.35% 98
2024
Q3 		$382K Buy
3,493
+555
+19% +$58K 0.37% 96
2024
Q2 		$401K Sell
2,938
-303
-9% -$38.2K 0.42% 79
2024
Q1 		$395K Buy
3,241
+78
+2% +$7.06K 0.45% 79
2023
Q4 		$268K Sell
3,163
-77
-2% -$5.72K 0.32% 120
2023
Q3 		$219K Sell
3,240
-1,150
-26% -$77K 0.3% 130
2023
Q2 		$277K Buy
4,390
+720
+20% +$46.3K 0.36% 100
2023
Q1 		$229K Buy
+3,670
New +$215K 0.3% 127

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 Wealth Planners's MU Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Micron Technology (MU) stake by 39% in Q2 2026, selling an estimated $141K and leaving 290 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #168.

Phillips Wealth Planners first reported a position in MU in Q1 2023 and has held it in 14 quarters since. The position peaked at $439K in Q2 2025. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Phillips Wealth Planners held 290 shares of Micron Technology worth $272K as of Q2 2026.
  • Phillips Wealth Planners sold 188 Micron Technology shares in Q2 2026, an estimated $141K.
  • Micron Technology made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #168 holding.
  • Phillips Wealth Planners first reported a position in Micron Technology in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Micron Technology position peaked at $439K in Q2 2025.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.