WealthPlan Investment Management’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.5M Sell
9,983
-2,378
-19% -$1.78M 0.57% 48
2026
Q1
$4.18M Buy
12,361
+7,852
+174% +$3.08M 0.23% 97
2025
Q4
$1.29M Buy
+4,509
New +$1.03M 0.08% 180
2023
Q3
Sell
-4
Closed -$252 270
2023
Q2
$252 Hold
4
﹤0.01% 357
2023
Q1
$241 Buy
+4
New +$234 ﹤0.01% 432

Other funds holding MU

WealthPlan Investment Management's MU Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Micron Technology (MU) stake by 19% in Q2 2026, selling an estimated $1.78M and leaving 9,983 shares worth $11.5M. The position accounts for 0.57% of the portfolio, ranked #48.

WealthPlan Investment Management first reported a position in MU in Q1 2023 and has held it in 5 quarters since. 1,466 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • WealthPlan Investment Management held 9,983 shares of Micron Technology worth $11.5M as of Q2 2026.
  • WealthPlan Investment Management sold 2,378 Micron Technology shares in Q2 2026, an estimated $1.78M.
  • Micron Technology made up 0.57% of WealthPlan Investment Management's portfolio in Q2 2026, its #48 holding.
  • WealthPlan Investment Management first reported a position in Micron Technology in Q1 2023 and has held it in 5 quarters since.
  • 1,466 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.