TWPM
MU icon

Total Wealth Planning & Management’s Micron Technology MU Stock Holding History

Total Wealth Planning & Management’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 		$1.21M Sell
3,576
-6,195
-63% -$2.43M 0.89% 29
2025
Q4 		$2.79M Buy
+9,771
New +$2.24M 2.07% 7
2025
Q2 		$1.39M Buy
11,249
+1,314
+13% +$123K 1.12% 16
2025
Q1 		$863K Buy
9,935
+2,816
+40% +$270K 0.82% 30
2024
Q4 		$599K Buy
+7,119
New +$724K 0.54% 52

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

Total Wealth Planning & Management's MU Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Micron Technology (MU) stake by 63% in Q1 2026, selling an estimated $2.43M and leaving 3,576 shares worth $1.21M. The position accounts for 0.89% of the portfolio, ranked #29.

Total Wealth Planning & Management first reported a position in MU in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.79M in Q4 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Total Wealth Planning & Management held 3,576 shares of Micron Technology worth $1.21M as of Q1 2026.
  • Total Wealth Planning & Management sold 6,195 Micron Technology shares in Q1 2026, an estimated $2.43M.
  • Micron Technology made up 0.89% of Total Wealth Planning & Management's portfolio in Q1 2026, its #29 holding.
  • Total Wealth Planning & Management first reported a position in Micron Technology in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Micron Technology position peaked at $2.79M in Q4 2025.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.