Strategic Planning Group
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Strategic Planning Group’s Micron Technology MU Stock Holding History

Strategic Planning Group’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 		$9.11M Buy
8,557
+2,552
+42% +$2.42M 0.94% 39
2026
Q2 		$6.93M Buy
6,005
+5,098
+562% +$3.82M 0.76% 42
2026
Q1 		$307K Sell
907
-5
-0.5% -$1.96K 0.04% 66
2025
Q4 		$260K Buy
+912
New +$209K 0.03% 70

Other funds holding MU

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Strategic Planning Group's MU Position: Q3 2026 in Review

Strategic Planning Group increased its Micron Technology (MU) stake by 42% in Q3 2026, buying an estimated $2.42M and bringing the position to 8,557 shares worth $9.11M. The position accounts for 0.94% of the portfolio, ranked #39.

Strategic Planning Group first reported a position in MU in Q4 2025 and has held it in 4 quarters since. 2,727 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Strategic Planning Group held 8,557 shares of Micron Technology worth $9.11M as of Q3 2026.
  • Strategic Planning Group bought 2,552 Micron Technology shares in Q3 2026, an estimated $2.42M.
  • Micron Technology made up 0.94% of Strategic Planning Group's portfolio in Q3 2026, its #39 holding.
  • Strategic Planning Group first reported a position in Micron Technology in Q4 2025 and has held it in 4 quarters since.
  • 2,727 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.