Pinnacle Wealth Planning Services
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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
Q3 		$4.38M Buy
4,109
+337
+9% +$320K 0.43% 37
2026
Q2 		$4.35M Buy
3,772
+113
+3% +$84.7K 0.41% 41
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Pinnacle Wealth Planning Services's MU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Micron Technology (MU) stake by 8.9% in Q3 2026, buying an estimated $320K and bringing the position to 4,109 shares worth $4.38M. The position accounts for 0.43% of the portfolio, ranked #37.

Pinnacle Wealth Planning Services first reported a position in MU in Q4 2020 and has held it in 22 quarters since. 3,500 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,109 shares of Micron Technology worth $4.38M as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 337 Micron Technology shares in Q3 2026, an estimated $320K.
  • Micron Technology made up 0.43% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #37 holding.
  • Pinnacle Wealth Planning Services first reported a position in Micron Technology in Q4 2020 and has held it in 22 quarters since.
  • 3,500 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.