RMR Wealth Builders MU MICRON TECHNOLOGY

Ownership history in RMR Wealth Builders  ·  13 quarters on record

AI Ownership Summary

RMR Wealth Builders reported MICRON TECHNOLOGY (MU) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows MU at 0.29% 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 RMR Wealth Builders's position in MICRON TECHNOLOGY, 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 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% 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.

How RMR Wealth Builders 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,850 +6,220 +134.3% 0.29% $3.7M 2026-04-22 $487.48
2025 Q4 ADDED 4,630 +1,296 +38.9% 0.11% $1.3M 2026-01-29 $435.61
2025 Q3 ADDED 3,334 +459 +16.0% 0.05% $558K 2025-11-05 $237.30
2025 Q2 ADDED 2,875 +131 +4.8% 0.03% $354K 2025-07-08 $124.24
2025 Q1 REDUCED 2,744 -81 -2.9% 0.03% $238K 2025-04-16 $69.16
2024 Q4 ADDED 2,825 +15 +0.5% 0.02% $238K 2025-01-10 $98.97
2024 Q3 REDUCED 2,810 -53 -1.9% 0.03% $291K 2024-10-21 $108.54
2024 Q2 ADDED 2,863 +145 +5.3% 0.04% $377K 2024-07-23 $113.55
2024 Q1 ADDED 2,718 +283 +11.6% 0.04% $320K 2024-04-15 $120.52
2023 Q4 ADDED 2,435 +325 +15.4% 0.03% $208K 2024-02-06 $83.93
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RMR Wealth Builders and MU

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

How long has RMR Wealth Builders reported owning MU?

RMR Wealth Builders reported MU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MU position in RMR Wealth Builders's portfolio?

The largest reported portfolio weight for MU was 0.29% in 2026 Q1.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q1, when RMR Wealth Builders reported 10,850 shares, equal to 0.29% of portfolio, with an estimated market value of $3.7M.

What does the chart on this MU ownership page compare?

The chart compares RMR Wealth Builders'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 RMR Wealth Builders time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, RMR Wealth Builders correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on MU relative to SPY over the holding period was +48.5%.

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