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Summit Financial’s Micron Technology MU Stock Holding History

Summit Financial’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 		$12.5M Buy
36,984
+14,703
+66% +$5.76M 0.16% 120
2025
Q4 		$6.36M Buy
22,281
+6,870
+45% +$1.58M 0.09% 216
2025
Q3 		$2.58M Sell
15,411
-6,096
-28% -$780K 0.04% 418
2025
Q2 		$2.65M Buy
21,507
+16,223
+307% +$1.52M 0.06% 254
2025
Q1 		$459K Buy
5,284
+719
+16% +$69.1K 0.01% 532
2024
Q4 		$385K Buy
4,565
+83
+2% +$8.44K 0.01% 488
2024
Q3 		$465K Buy
4,482
+483
+12% +$50.5K 0.02% 387
2024
Q2 		$526K Buy
3,999
+2,209
+123% +$278K 0.02% 318
2024
Q1 		$211K Buy
+1,790
New +$162K 0.01% 364

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's MU Position: Q1 2026 in Review

Summit Financial increased its Micron Technology (MU) stake by 66% in Q1 2026, buying an estimated $5.76M and bringing the position to 36,984 shares worth $12.5M. The position accounts for 0.16% of the portfolio, ranked #120.

Summit Financial first reported a position in MU in Q1 2024 and has held it in 9 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Summit Financial held 36,984 shares of Micron Technology worth $12.5M as of Q1 2026.
  • Summit Financial bought 14,703 Micron Technology shares in Q1 2026, an estimated $5.76M.
  • Micron Technology made up 0.16% of Summit Financial's portfolio in Q1 2026, its #120 holding.
  • Summit Financial first reported a position in Micron Technology in Q1 2024 and has held it in 9 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.