WESPAC Advisors SoCal’s Micron Technology MU Stock Holding History

WESPAC Advisors SoCal’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 Q3	$15.8M	Buy	14,796 +168	+1%	+$160K	2.85%	7
2026 Q2	$16.9M	Buy	14,628 +4,300	+42%	+$3.22M	3.01%	5
2026 Q1	$3.49M	Buy	+10,328	New	+$4.05M	0.74%	42
2024 Q3	–	Sell	-1,950	Closed	-$256K	–	99
2024 Q2	$256K	Hold	1,950	–	–	0.06%	81
2024 Q1	$230K	Buy	+1,950	New	+$176K	0.06%	89
2022 Q3	–	Sell	-122,507	Closed	-$6.77M	–	78
2022 Q2	$6.77M	Sell	122,507 -1,509	-1%	-$102K	2.59%	18
2022 Q1	$9.66M	Buy	124,016 +160	+0.1%	+$13.6K	2.98%	11
2021 Q4	$10.1M	Buy	123,856 +2,916	+2%	+$228K	3.08%	9
2021 Q3	$8.53M	Buy	+120,940	New	+$9.08M	2.79%	11
2020 Q1	–	Sell	-4,200	Closed	-$226K	–	91
2019 Q4	$226K	Buy	+4,200	New	+$201K	0.11%	78
2019 Q2	–	Sell	-4,300	Closed	-$177K	–	218
2019 Q1	$177K	Sell	4,300 -587	-12%	-$22.7K	0.1%	89
2018 Q4	$155K	Buy	4,887 +487	+11%	+$18.5K	0.1%	86
2018 Q3	$199K	Buy	+4,400	New	+$222K	0.1%	90
2016 Q1	–	Sell	-2,700	Closed	-$38K	–	315
2015 Q4	$38K	Buy	+2,700	New	+$43.2K	0.03%	135

Other funds holding MU

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

PBBUPS

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

WESPAC Advisors SoCal's MU Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its Micron Technology (MU) stake by 1.1% in Q3 2026, buying an estimated $160K and bringing the position to 14,796 shares worth $15.8M. The position accounts for 2.85% of the portfolio, ranked #7.

WESPAC Advisors SoCal first reported a position in MU in Q4 2015 and has held it in 14 quarters since. The position peaked at $16.9M in Q2 2026. 345 funds tracked by Wall St. Rank hold MU as of Q3 2026.

WESPAC Advisors SoCal held 14,796 shares of Micron Technology worth $15.8M as of Q3 2026.
WESPAC Advisors SoCal bought 168 Micron Technology shares in Q3 2026, an estimated $160K.
Micron Technology made up 2.85% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #7 holding.
WESPAC Advisors SoCal first reported a position in Micron Technology in Q4 2015 and has held it in 14 quarters since.
WESPAC Advisors SoCal's Micron Technology position peaked at $16.9M in Q2 2026.
345 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.