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Primoris Wealth Advisors’s Micron Technology MU Stock Holding History

Primoris Wealth Advisors’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 		$9.57M Sell
8,293
-6,795
-45% -$5.1M 4.37% 6
2026
Q1 		$5.1M Sell
15,088
-565
-4% -$221K 3.57% 7
2025
Q4 		$4.47M Sell
15,653
-300
-2% -$68.8K 2.67% 13
2025
Q3 		$2.67M Buy
+15,953
New +$2.04M 1.7% 19
2025
Q1 		– Sell
-3,110
Closed -$262K – 101
2024
Q4 		$262K Sell
3,110
-13,290
-81% -$1.35M 0.2% 79
2024
Q3 		$1.7M Buy
16,400
+8,000
+95% +$837K 1.24% 26
2024
Q2 		$908K Buy
+8,400
New +$1.06M 0.72% 40
2022
Q2 		– Sell
-4,000
Closed -$312K – 85
2022
Q1 		$312K Buy
4,000
+1,750
+78% +$149K 0.29% 54
2021
Q4 		$210K Buy
+2,250
New +$176K 0.17% 80

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

Primoris Wealth Advisors's MU Position: Q2 2026 in Review

Primoris Wealth Advisors reduced its Micron Technology (MU) stake by 45% in Q2 2026, selling an estimated $5.1M and leaving 8,293 shares worth $9.57M. The position accounts for 4.37% of the portfolio, ranked #6.

Primoris Wealth Advisors first reported a position in MU in Q4 2021 and has held it in 9 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Primoris Wealth Advisors held 8,293 shares of Micron Technology worth $9.57M as of Q2 2026.
  • Primoris Wealth Advisors sold 6,795 Micron Technology shares in Q2 2026, an estimated $5.1M.
  • Micron Technology made up 4.37% of Primoris Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Primoris Wealth Advisors first reported a position in Micron Technology in Q4 2021 and has held it in 9 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.