Winch Advisory Services, LLC MU Micron Technology Inc.

Ownership history in Winch Advisory Services, LLC  ·  18 quarters on record

AI Ownership Summary

Winch Advisory Services, LLC reported Micron Technology Inc. (MU) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.71% in 2026 Q2. The latest visible filing shows MU at 0.71% 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 Winch Advisory Services, 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 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% 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 Q2 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 Winch Advisory Services, LLC 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,980 +9 +0.3% 0.71% $3.4M 2026-08-06 $881.47
2026 Q1 ADDED 2,971 +140 +4.9% 0.23% $1.0M 2026-04-30 $517.08
2025 Q4 ADDED 2,831 +244 +9.4% 0.18% $808K 2026-02-03 $419.20
2025 Q3 ADDED 2,587 +605 +30.5% 0.10% $433K 2025-11-12 $244.66
2025 Q2 ADDED 1,982 +150 +8.2% 0.06% $244K 2025-08-07 $111.69
2025 Q1 ADDED 1,832 +1,719 +1521.2% 0.04% $159K 2025-05-06 $80.31
2024 Q4 ADDED 113 +70 +162.8% 0.00% $10K 2025-01-14 $96.99
2024 Q3 UNCHANGED 43 0% 0.00% $4K 2024-10-21 $108.52
2024 Q2 REDUCED 33.8% -21.1% 43 -22 -33.8% 0.00% $6K 2024-07-31 $109.13
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Winch Advisory Services, 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 Winch Advisory Services, LLC reported owning MU?

Winch Advisory Services, LLC reported MU across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MU position in Winch Advisory Services, LLC's portfolio?

The largest reported portfolio weight for MU was 0.71% in 2026 Q2.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q2, when Winch Advisory Services, LLC reported 2,980 shares, equal to 0.71% of portfolio, with an estimated market value of $3.4M.

What does the chart on this MU ownership page compare?

The chart compares Winch Advisory Services, 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.

How well did Winch Advisory Services, LLC time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, Winch Advisory Services, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on MU relative to SPY over the holding period was +55.3%.

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