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Pinnacle Wealth Planning Services’s Micron Technology MU Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.24M Buy
3,659
+368
+11% +$144K 0.13% 88
2025
Q4 		$939K Buy
3,291
+62
+2% +$14.2K 0.1% 104
2025
Q3 		$540K Sell
3,229
-202
-6% -$25.8K 0.06% 195
2025
Q2 		$423K Buy
3,431
+1,081
+46% +$101K 0.06% 228
2025
Q1 		$204K Buy
+2,350
New +$226K 0.03% 362
2024
Q4 		– Sell
-3,221
Closed -$334K – 504
2024
Q3 		$334K Sell
3,221
-28
-0.9% -$2.93K 0.05% 274
2024
Q2 		$427K Buy
3,249
+183
+6% +$23.1K 0.06% 208
2024
Q1 		$361K Sell
3,066
-191
-6% -$17.3K 0.05% 250
2023
Q4 		$278K Sell
3,257
-18
-0.5% -$1.34K 0.04% 290
2023
Q3 		$223K Sell
3,275
-62
-2% -$4.15K 0.04% 335
2023
Q2 		$211K Sell
3,337
-783
-19% -$50.3K 0.03% 370
2023
Q1 		$249K Sell
4,120
-493
-11% -$28.9K 0.04% 312
2022
Q4 		$231K Sell
4,613
-1,444
-24% -$79K 0.04% 328
2022
Q3 		$303K Buy
+6,057
New +$351K 0.06% 234
2022
Q2 		– Sell
-5,223
Closed -$407K – 457
2022
Q1 		$407K Buy
5,223
+590
+13% +$50.3K 0.07% 202
2021
Q4 		$432K Buy
4,633
+1,539
+50% +$120K 0.08% 183
2021
Q3 		$220K Sell
3,094
-17
-0.5% -$1.28K 0.05% 309
2021
Q2 		$264K Sell
3,111
-536
-15% -$45.2K 0.06% 261
2021
Q1 		$322K Buy
3,647
+868
+31% +$73.6K 0.08% 207
2020
Q4 		$209K Buy
+2,779
New +$168K 0.05% 269

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

Pinnacle Wealth Planning Services's MU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Micron Technology (MU) stake by 11% in Q1 2026, buying an estimated $144K and bringing the position to 3,659 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #88.

Pinnacle Wealth Planning Services first reported a position in MU in Q4 2020 and has held it in 20 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,659 shares of Micron Technology worth $1.24M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 368 Micron Technology shares in Q1 2026, an estimated $144K.
  • Micron Technology made up 0.13% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #88 holding.
  • Pinnacle Wealth Planning Services first reported a position in Micron Technology in Q4 2020 and has held it in 20 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.