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Xcel Wealth Management’s Micron Technology MU Stock Holding History

Xcel 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
Q2 		$1.69M Sell
1,464
-308
-17% -$231K 0.4% 55
2026
Q1 		$599K Sell
1,772
-25
-1% -$9.79K 0.17% 95
2025
Q4 		$513K Sell
1,797
-500
-22% -$115K 0.13% 99
2025
Q3 		$384K Buy
2,297
+60
+3% +$7.68K 0.1% 111
2025
Q2 		$276K Sell
2,237
-3,776
-63% -$353K 0.08% 122
2025
Q1 		$522K Sell
6,013
-144
-2% -$13.8K 0.16% 88
2024
Q4 		$518K Buy
6,157
+108
+2% +$11K 0.14% 87
2024
Q3 		$627K Buy
6,049
+3,654
+153% +$382K 0.18% 78
2024
Q2 		$315K Buy
+2,395
New +$302K 0.1% 98
2021
Q3 		– Sell
-3,290
Closed -$280K – 139
2021
Q2 		$280K Sell
3,290
-110
-3% -$9.29K 0.08% 127
2021
Q1 		$300K Sell
3,400
-4,280
-56% -$363K 0.11% 110
2020
Q4 		$577K Sell
7,680
-350
-4% -$21.1K 0.25% 74
2020
Q3 		$377K Sell
8,030
-1,700
-17% -$82.3K 0.19% 82
2020
Q2 		$501K Buy
9,730
+150
+2% +$7.07K 0.31% 61
2020
Q1 		$402K Buy
9,580
+2,955
+45% +$154K 0.36% 56
2019
Q4 		$356K Buy
6,625
+250
+4% +$11.9K 0.3% 54
2019
Q3 		$273K Sell
6,375
-3,650
-36% -$165K 0.25% 61
2019
Q2 		$386K Sell
10,025
-4,700
-32% -$179K 0.38% 54
2019
Q1 		$608K Sell
14,725
-6,500
-31% -$251K 0.63% 42
2018
Q4 		$673K Buy
+21,225
New +$805K 0.82% 32

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

Xcel Wealth Management's MU Position: Q2 2026 in Review

Xcel Wealth Management reduced its Micron Technology (MU) stake by 17% in Q2 2026, selling an estimated $231K and leaving 1,464 shares worth $1.69M. The position accounts for 0.4% of the portfolio, ranked #55.

Xcel Wealth Management first reported a position in MU in Q4 2018 and has held it in 20 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Xcel Wealth Management held 1,464 shares of Micron Technology worth $1.69M as of Q2 2026.
  • Xcel Wealth Management sold 308 Micron Technology shares in Q2 2026, an estimated $231K.
  • Micron Technology made up 0.4% of Xcel Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Xcel Wealth Management first reported a position in Micron Technology in Q4 2018 and has held it in 20 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.