B. Riley Wealth Advisors, Inc. MU — MICRON TECHNOLOGY INC COM

Ownership history in B. Riley Wealth Advisors, Inc.  ·  57 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported MICRON TECHNOLOGY INC COM (MU) in 57 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows MU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B. Riley Wealth Advisors, Inc.'s position in MICRON TECHNOLOGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MU stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held MU — position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,000 -10,441 -91.3% 0.00% $3K 2026-04-27 $524.56
2026 Q1 REDUCED — — — 11,441 -1,612 -12.3% 0.23% $3.7M 2026-04-27 $524.56
2025 Q4 REDUCED 93.5% +18.4% ❌ 13,053 -186,947 -93.5% 0.17% $3.7M 2026-02-17 $399.61
2025 Q3 ADDED — — — 200,000 +182,468 +1040.8% 0.02% $335K 2025-10-31 $223.59
2025 Q3 REDUCED 12.9% +76.1% ❌ 17,532 -2,595 -12.9% 0.14% $2.9M 2025-10-31 $223.59
2025 Q2 REDUCED 19.7% +33.1% ❌ 20,127 -4,927 -19.7% 0.12% $2.5M 2025-08-19 $121.87
2024 Q4 ADDED — — — 25,054 +1,532 +6.5% 0.07% $2.1M 2025-02-25 $92.88
2024 Q3 REDUCED 16.4% -17.5% ✅ 23,522 -4,602 -16.4% 0.07% $2.4M 2024-12-13 $101.99
2024 Q2 ADDED — — — 28,124 +1,160 +4.3% 0.09% $3.7M 2024-08-19 $107.97
2024 Q1 ADDED — — — 26,964 +4,230 +18.6% 0.05% $1.8M 2024-05-16 $127.00
2023 Q4 REDUCED 15.7% +45.8% ❌ 22,734 -4,230 -15.7% 0.05% $1.9M 2024-03-15 $92.51
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MU

As of 2026 Q1 — sorted by position size

PKO BP BANKOWY Universal Pension Society JSC 27.93% UG Investment Advisers Ltd. 3Y 7Y 20.86% Worthington Financial Partners, LLC 15.35% Tensor Edge Capital, LLC 13.55% CALIFORNIA FIRST LEASING CORP 3Y 8.89% Q Fund Management (Hong Kong) Ltd 8.33% JACKSON SQUARE CAPITAL, LLC 3Y 7.34% APEIRON CAPITAL Ltd 3Y 6.92% Runnymede Capital Advisors, Inc. 6.26% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 4.86%

FAQ About B. Riley Wealth Advisors, Inc. and MU

These are the practical questions this page is built to answer before you even open the full history table.

How long has B. Riley Wealth Advisors, Inc. reported owning MU?

B. Riley Wealth Advisors, Inc. reported MU across 11 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MU position in B. Riley Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for MU was 0.23% in 2026 Q1.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q1, when B. Riley Wealth Advisors, Inc. reported 1,000 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this MU ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly MU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B. Riley Wealth Advisors, Inc. time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, B. Riley Wealth Advisors, Inc. correctly timed 23 out of 55 reported position changes (42%). The annualised alpha on MU relative to SPY over the holding period was +13.3%.

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