Intentional Wealth Strategies, LLC MU β€” MICRON TECHNOLOGY INC

Ownership history in Intentional Wealth Strategies, LLC  Β·  2 quarters on record

AI Ownership Summary

Intentional Wealth Strategies, LLC reported MICRON TECHNOLOGY INC (MU) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.38% in 2026 Q2. The latest visible filing shows MU at 0.38% 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.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intentional Wealth Strategies, LLC'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 Q2

MU was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Intentional Wealth Strategies, LLC held MU β€” position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 353 +9 +2.6% 0.38% $407K 2026-07-28 $820.53
2026 Q1 INITIATED β€” β€” β€” 344 β€” β€” 0.11% $116K 2026-05-06 $666.49

FAQ About Intentional Wealth Strategies, LLC and MU

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

How long has Intentional Wealth Strategies, LLC reported owning MU?

Intentional Wealth Strategies, LLC reported MU across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported MU position in Intentional Wealth Strategies, LLC's portfolio?

The largest reported portfolio weight for MU was 0.38% in 2026 Q2.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q2, when Intentional Wealth Strategies, LLC reported 353 shares, equal to 0.38% of portfolio, with an estimated market value of $407K.

What does the chart on this MU ownership page compare?

The chart compares Intentional Wealth Strategies, LLC'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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