SF
MU icon

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
Q2 		$38.2M Sell
33,134
-3,850
-10% -$2.89M 0.42% 37
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 $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

Summit Financial's MU Position: Q2 2026 in Review

Summit Financial reduced its Micron Technology (MU) stake by 10% in Q2 2026, selling an estimated $2.89M and leaving 33,134 shares worth $38.2M. The position accounts for 0.42% of the portfolio, ranked #37.

Summit Financial first reported a position in MU in Q1 2024 and has held it in 10 quarters since. 3,907 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Summit Financial held 33,134 shares of Micron Technology worth $38.2M as of Q2 2026.
  • Summit Financial sold 3,850 Micron Technology shares in Q2 2026, an estimated $2.89M.
  • Micron Technology made up 0.42% of Summit Financial's portfolio in Q2 2026, its #37 holding.
  • Summit Financial first reported a position in Micron Technology in Q1 2024 and has held it in 10 quarters since.
  • 3,907 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.