Smith Salley Wealth Management’s Micron Technology MU Stock Holding History

Smith Salley Wealth Management’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	$17M	Sell	50,416 -1,390	-3%	-$544K	0.86%	35
2025 Q4	$14.8M	Buy	51,806 +34,724	+203%	+$7.97M	0.73%	40
2025 Q3	$2.86M	Buy	17,082 +14,043	+462%	+$1.8M	0.15%	103
2025 Q2	$375K	Buy	3,039 +337	+12%	+$31.5K	0.02%	200
2025 Q1	$235K	Sell	2,702 -32	-1%	-$3.07K	0.02%	224
2024 Q4	$230K	Hold	2,734	–	–	0.01%	226
2024 Q3	$284K	Sell	2,734 -23	-0.8%	-$2.4K	0.02%	211
2024 Q2	$363K	Buy	2,757 +8	+0.3%	+$1.01K	0.03%	186
2024 Q1	$324K	Buy	2,749 +71	+3%	+$6.43K	0.03%	192
2023 Q4	$229K	Buy	+2,678	New	+$199K	0.01%	227
2022 Q2	–	Sell	-3,020	Closed	-$235K	–	238
2022 Q1	$235K	Sell	3,020 -21	-0.7%	-$1.79K	0.02%	217
2021 Q4	$283K	Hold	3,041	–	–	0.02%	215
2021 Q3	$216K	Hold	3,041	–	–	0.02%	236
2021 Q2	$258K	Buy	+3,041	New	+$257K	0.02%	223
2021 Q1	–	Sell	-3,311	Closed	-$249K	–	234
2020 Q4	$249K	Buy	+3,311	New	+$200K	0.03%	198

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

Smith Salley Wealth Management's MU Position: Q1 2026 in Review

Smith Salley Wealth Management reduced its Micron Technology (MU) stake by 2.7% in Q1 2026, selling an estimated $544K and leaving 50,416 shares worth $17M. The position accounts for 0.86% of the portfolio, ranked #35.

Smith Salley Wealth Management first reported a position in MU in Q4 2020 and has held it in 15 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Smith Salley Wealth Management held 50,416 shares of Micron Technology worth $17M as of Q1 2026.
Smith Salley Wealth Management sold 1,390 Micron Technology shares in Q1 2026, an estimated $544K.
Micron Technology made up 0.86% of Smith Salley Wealth Management's portfolio in Q1 2026, its #35 holding.
Smith Salley Wealth Management first reported a position in Micron Technology in Q4 2020 and has held it in 15 quarters since.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.