Whalen Wealth Management’s Micron Technology MU Stock Holding History

Whalen Wealth 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	$1.28M	Sell	3,800 -3,758	-50%	-$1.47M	0.69%	34
2025 Q4	$2.16M	Buy	7,558 +4,432	+142%	+$1.02M	1.16%	17
2025 Q3	$523K	Buy	+3,126	New	+$400K	0.31%	73
2024 Q4	–	Sell	-7,962	Closed	-$826K	–	163
2024 Q3	$826K	Buy	7,962 +4,746	+148%	+$496K	0.58%	37
2024 Q2	$423K	Sell	3,216 -4,295	-57%	-$541K	0.34%	62
2024 Q1	$885K	Buy	+7,511	New	+$680K	0.66%	28

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's MU Position: Q1 2026 in Review

Whalen Wealth Management reduced its Micron Technology (MU) stake by 50% in Q1 2026, selling an estimated $1.47M and leaving 3,800 shares worth $1.28M. The position accounts for 0.69% of the portfolio, ranked #34.

Whalen Wealth Management first reported a position in MU in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Whalen Wealth Management held 3,800 shares of Micron Technology worth $1.28M as of Q1 2026.
Whalen Wealth Management sold 3,758 Micron Technology shares in Q1 2026, an estimated $1.47M.
Micron Technology made up 0.69% of Whalen Wealth Management's portfolio in Q1 2026, its #34 holding.
Whalen Wealth Management first reported a position in Micron Technology in Q1 2024 and has held it in 6 quarters since.
Whalen Wealth Management's Micron Technology position peaked at $2.16M in Q4 2025.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.