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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Wealth Planners's MU Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Micron Technology (MU) stake by 31% in Q1 2026, selling an estimated $83.4K and leaving 478 shares worth $380K. The position accounts for 0.29% of the portfolio, ranked #118.

Phillips Wealth Planners first reported a position in MU in Q1 2023 and has held it in 13 quarters since. The position peaked at $439K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Phillips Wealth Planners held 478 shares of Micron Technology worth $380K as of Q1 2026.
Phillips Wealth Planners sold 213 Micron Technology shares in Q1 2026, an estimated $83.4K.
Micron Technology made up 0.29% of Phillips Wealth Planners's portfolio in Q1 2026, its #118 holding.
Phillips Wealth Planners first reported a position in Micron Technology in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's Micron Technology position peaked at $439K in Q2 2025.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

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