MU β€” MICRON TECHNOLOGY INC

Ownership history in BEACON FINANCIAL GROUP  Β·  4 quarters on record

AI Ownership Summary

BEACON FINANCIAL GROUP reported MICRON TECHNOLOGY INC (MU) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows MU at 0.06% 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 BEACON FINANCIAL GROUP's position in MICRON TECHNOLOGY INC, 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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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
2025 Q3 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.

How BEACON FINANCIAL GROUP held MU β€” position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,233 +506 +29.3% 0.06% $637K 2026-05-15 (Est.) $367.85
2025 Q3 REDUCED 1,727 -3,706 -68.2% 0.03% $289K 2025-10-08 $196.38
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MU

As of 2026 Q1 β€” sorted by position size

ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.13% NEVILLE RODIE & SHAW INC 3Y 7Y 0.02% Employees Provident Fund Board 0.0%

FAQ About BEACON FINANCIAL GROUP and MU

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

How long has BEACON FINANCIAL GROUP reported owning MU?

BEACON FINANCIAL GROUP reported MU across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MU position in BEACON FINANCIAL GROUP's portfolio?

The largest reported portfolio weight for MU was 0.06% in 2026 Q1.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q1, when BEACON FINANCIAL GROUP reported 2,233 shares, equal to 0.06% of portfolio, with an estimated market value of $637K.

What does the chart on this MU ownership page compare?

The chart compares BEACON FINANCIAL GROUP'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.

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