Welch Group’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 | $32.2M | Sell |
27,937
-8,020
| -22% | -$6.01M | 1.1% | 35 |
|
|
2026
Q1 | $12.1M | Buy |
35,957
+45
| +0.1% | +$17.6K | 0.46% | 42 |
|
|
2025
Q4 | $10.2M | Buy |
35,912
+31,144
| +653% | +$7.15M | 0.4% | 48 |
|
|
2025
Q3 | $798K | Hold |
4,768
| – | – | 0.03% | 133 |
|
|
2025
Q2 | $588K | Sell |
4,768
-38
| -0.8% | -$3.55K | 0.02% | 139 |
|
|
2025
Q1 | $425K | Buy |
4,806
+42
| +0.9% | +$4.03K | 0.02% | 162 |
|
|
2024
Q4 | $406K | Buy |
4,764
+300
| +7% | +$30.5K | 0.02% | 170 |
|
|
2024
Q3 | $463K | Sell |
4,464
-233
| -5% | -$24.4K | 0.02% | 155 |
|
|
2024
Q2 | $618K | Buy |
4,697
+249
| +6% | +$31.4K | 0.03% | 125 |
|
|
2024
Q1 | $524K | Buy |
4,448
+168
| +4% | +$15.2K | 0.03% | 122 |
|
|
2023
Q4 | $365K | Hold |
4,280
| – | – | 0.02% | 155 |
|
|
2023
Q3 | $291K | Hold |
4,280
| – | – | 0.02% | 154 |
|
|
2023
Q2 | $270K | Sell |
4,280
-60
| -1% | -$3.86K | 0.02% | 166 |
|
|
2023
Q1 | $262K | Hold |
4,340
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $217K | Sell |
4,340
-200
| -4% | -$10.9K | 0.01% | 196 |
|
|
2022
Q3 | $227K | Hold |
4,540
| – | – | 0.01% | 158 |
|
|
2022
Q2 | $251K | Hold |
4,540
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $354K | Sell |
4,540
-20
| -0.4% | -$1.71K | 0.02% | 143 |
|
|
2021
Q4 | $425K | Sell |
4,560
-25
| -0.5% | -$1.95K | 0.02% | 136 |
|
|
2021
Q3 | $325K | Hold |
4,585
| – | – | 0.02% | 140 |
|
|
2021
Q2 | $390K | Buy |
4,585
+200
| +5% | +$16.9K | 0.03% | 121 |
|
|
2021
Q1 | $387K | Hold |
4,385
| – | – | 0.03% | 120 |
|
|
2020
Q4 | $330K | Hold |
4,385
| – | – | 0.03% | 115 |
|
|
2020
Q3 | $206K | Buy |
4,385
+25
| +0.6% | +$1.21K | 0.02% | 134 |
|
|
2020
Q2 | $225K | Hold |
4,360
| – | – | 0.02% | 122 |
|
|
2020
Q1 | $183K | Hold |
4,360
| – | – | 0.02% | 123 |
|
|
2019
Q4 | $234K | Buy |
4,360
+250
| +6% | +$11.9K | 0.02% | 109 |
|
|
2019
Q3 | $176K | Sell |
4,110
-100
| -2% | -$4.52K | 0.02% | 118 |
|
|
2019
Q2 | $162K | Sell |
4,210
-1,900
| -31% | -$72.4K | 0.02% | 120 |
|
|
2019
Q1 | $253K | Hold |
6,110
| – | – | 0.03% | 109 |
|
|
2018
Q4 | $194K | Hold |
6,110
| – | – | 0.02% | 113 |
|
|
2018
Q3 | $276 | Buy |
+6,110
| New | +$308K | 0.03% | 103 |
|
Other funds holding MU
ECSS
FRIHG
ETC
Welch Group's MU Position: Q2 2026 in Review
Welch Group reduced its Micron Technology (MU) stake by 22% in Q2 2026, selling an estimated $6.01M and leaving 27,937 shares worth $32.2M. The position accounts for 1.1% of the portfolio, ranked #35.
Welch Group first reported a position in MU in Q3 2018 and has held it in 32 quarters since. 1,593 funds tracked by Wall St. Rank hold MU as of Q2 2026.
- Welch Group held 27,937 shares of Micron Technology worth $32.2M as of Q2 2026.
- Welch Group sold 8,020 Micron Technology shares in Q2 2026, an estimated $6.01M.
- Micron Technology made up 1.1% of Welch Group's portfolio in Q2 2026, its #35 holding.
- Welch Group first reported a position in Micron Technology in Q3 2018 and has held it in 32 quarters since.
- 1,593 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.
Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.