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Three Seasons Wealth’s Micron Technology MU Stock Holding History

Three Seasons 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 		$3.06M Sell
9,057
-3,800
-30% -$1.49M 1.17% 23
2025
Q4 		$3.67M Buy
12,857
+9,935
+340% +$2.28M 0.35% 18
2025
Q3 		$489K Buy
+2,922
New +$374K 0.05% 105
2024
Q4 		– Sell
-3,226
Closed -$335K – 137
2024
Q3 		$335K Sell
3,226
-14,458
-82% -$1.51M 0.18% 86
2024
Q2 		$2.33M Buy
+17,684
New +$2.23M 1.29% 17

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

Three Seasons Wealth's MU Position: Q1 2026 in Review

Three Seasons Wealth reduced its Micron Technology (MU) stake by 30% in Q1 2026, selling an estimated $1.49M and leaving 9,057 shares worth $3.06M. The position accounts for 1.17% of the portfolio, ranked #23.

Three Seasons Wealth first reported a position in MU in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.67M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Three Seasons Wealth held 9,057 shares of Micron Technology worth $3.06M as of Q1 2026.
  • Three Seasons Wealth sold 3,800 Micron Technology shares in Q1 2026, an estimated $1.49M.
  • Micron Technology made up 1.17% of Three Seasons Wealth's portfolio in Q1 2026, its #23 holding.
  • Three Seasons Wealth first reported a position in Micron Technology in Q2 2024 and has held it in 5 quarters since.
  • Three Seasons Wealth's Micron Technology position peaked at $3.67M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.