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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
Q2 		$4.48M Buy
3,879
+303
+8% +$227K 3.03% 1
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 $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

Total Wealth Planning & Management's MU Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Micron Technology (MU) stake by 8.5% in Q2 2026, buying an estimated $227K and bringing the position to 3,879 shares worth $4.48M. The position accounts for 3.03% of the portfolio, ranked #1.

Total Wealth Planning & Management first reported a position in MU in Q4 2024 and has held it in 6 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Total Wealth Planning & Management held 3,879 shares of Micron Technology worth $4.48M as of Q2 2026.
  • Total Wealth Planning & Management bought 303 Micron Technology shares in Q2 2026, an estimated $227K.
  • Micron Technology made up 3.03% of Total Wealth Planning & Management's portfolio in Q2 2026, its #1 holding.
  • Total Wealth Planning & Management first reported a position in Micron Technology in Q4 2024 and has held it in 6 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.