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Massachusetts Wealth Management: MU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Massachusetts Wealth Management on MU, newest first. How the timeline and the estimate are built.

Massachusetts Wealth Management held 8,028 MU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,028 shares
    Change vs previous 13F -200 shares

    3.53% of the 13F portfolio, value $9,266,640.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,228 shares
    Change vs previous 13F -470 shares

    1.2% of the 13F portfolio, value $2,779,748.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,698 shares
    Change vs previous 13F -675 shares

    1.16% of the 13F portfolio, value $2,482,496.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,373 shares
    Change vs previous 13F +175 shares

    0.78% of the 13F portfolio, value $1,568,290.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,198 shares
    Change vs previous 13F +20 shares

    0.64% of the 13F portfolio, value $1,133,654.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,178 shares
    Change vs previous 13F +225 shares

    0.55% of the 13F portfolio, value $797,476.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,953 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $753,484.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,953 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $928,516.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).