WealthBridge Investment Counsel Inc. MU — Micron Technology

Ownership history in WealthBridge Investment Counsel Inc.  ·  8 quarters on record

AI Ownership Summary

WealthBridge Investment Counsel Inc. reported Micron Technology (MU) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 4.35% in 2026 Q2. The latest visible filing shows MU at 4.35% 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 WealthBridge Investment Counsel Inc.'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 Q2

MU was reported at 4.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.35% 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
2024 Q3 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.

MU stock page WealthBridge Investment Counsel Inc. fund profile WealthBridge Investment Counsel Inc. full holdings
How WealthBridge Investment Counsel 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 14,101 -4,880 -25.7% 4.35% $16K 2026-07-15 $904.28
2026 Q1 REDUCED 54.3% +239.0% ❌ 18,981 -22,515 -54.3% 1.96% $6K 2026-04-08 $406.67
2025 Q4 REDUCED — — — 41,496 -1,329 -3.1% 3.55% $11.8M 2026-01-22 $397.35
2025 Q3 ADDED — — — 42,825 +2,600 +6.5% 2.21% $7.2M 2025-10-06 $190.77
2025 Q2 ADDED — — — 40,225 +15,350 +61.7% 1.61% $5.0M 2025-07-11 $124.33
2025 Q1 ADDED — — — 24,875 +14,085 +130.5% 0.79% $2.2M 2025-04-11 $69.37
2024 Q4 ADDED — — — 10,790 +2,540 +30.8% 0.33% $908K 2025-01-15 $102.79
2024 Q3 INITIATED — — — 8,250 — — 0.30% $856K 2024-10-09 $101.18

🏢 Other funds also holding MU

As of 2026 Q2 — sorted by position size

Funde Sino Life Insurance Co Ltd 80.13% Fund Resources Investment Holding Group Co Ltd 76.71% PKO BP BANKOWY Universal Pension Society JSC 47.83% Shengqi Capital (Hong Kong) Ltd 45.34% Credit Capital Investments LLC 3Y 7Y 38.7% Tensor Edge Capital, LLC 20.78% CERTUITY, LLC 3Y 15.34% SYCOMORE ASSET MANAGEMENT 3Y 7Y 14.98% LAVELLE CAPITAL LP 14.92% JACKSON SQUARE CAPITAL, LLC 3Y 14.59%

FAQ About WealthBridge Investment Counsel 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 WealthBridge Investment Counsel Inc. reported owning MU?

WealthBridge Investment Counsel Inc. reported MU across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported MU position in WealthBridge Investment Counsel Inc.'s portfolio?

The largest reported portfolio weight for MU was 4.35% in 2026 Q2.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q2, when WealthBridge Investment Counsel Inc. reported 14,101 shares, equal to 4.35% of portfolio, with an estimated market value of $16K.

What does the chart on this MU ownership page compare?

The chart compares WealthBridge Investment Counsel 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 WealthBridge Investment Counsel Inc. time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, WealthBridge Investment Counsel Inc. correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on MU relative to SPY over the holding period was +194.0%.

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