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Talon Private Wealth’s Micron Technology MU Stock Holding History

Talon Private Wealth’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 		$7.17M Buy
+21,228
New +$8.32M 0.95% 19
2025
Q2 		$2.69M Sell
21,808
-3,729
-15% -$348K 0.37% 40
2025
Q1 		$2.24M Buy
25,537
+24,959
+4,318% +$2.4M 0.3% 57
2024
Q4 		$48.6K Buy
+578
New +$58.8K 0.01% 154

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Talon Private Wealth's MU Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Micron Technology (MU) in Q1 2026: 21,228 shares worth $7.17M. The stake represents 0.95% of the portfolio and ranks #19 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in MU as recently as Q2 2025.

Talon Private Wealth first reported a position in MU in Q4 2024 and has held it in 4 quarters since. 3,010 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Talon Private Wealth held 21,228 shares of Micron Technology worth $7.17M as of Q1 2026.
  • Micron Technology was a new Talon Private Wealth position in Q1 2026.
  • Micron Technology made up 0.95% of Talon Private Wealth's portfolio in Q1 2026, its #19 holding.
  • Talon Private Wealth first reported a position in Micron Technology in Q4 2024 and has held it in 4 quarters since.
  • 3,010 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.