Smallwood Wealth Investment Management’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$500K Buy
432
+6
+1% +$4.5K 0.22% 51
2026
Q1
$144K Buy
426
+150
+54% +$58.8K 0.08% 97
2025
Q4
$79K Hold
276
0.04% 136
2025
Q3
$46.3K Hold
276
0.02% 183
2025
Q2
$34.1K Hold
276
0.02% 207
2025
Q1
$24K Buy
+276
New +$26.5K 0.02% 232

Other funds holding MU

Smallwood Wealth Investment Management's MU Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Micron Technology (MU) stake by 1.4% in Q2 2026, buying an estimated $4.5K and bringing the position to 432 shares worth $500K. The position accounts for 0.22% of the portfolio, ranked #51.

Smallwood Wealth Investment Management first reported a position in MU in Q1 2025 and has held it in 6 quarters since. 1,766 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Smallwood Wealth Investment Management held 432 shares of Micron Technology worth $500K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 6 Micron Technology shares in Q2 2026, an estimated $4.5K.
  • Micron Technology made up 0.22% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #51 holding.
  • Smallwood Wealth Investment Management first reported a position in Micron Technology in Q1 2025 and has held it in 6 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.