AGF Management’s Micron Technology MU Stock Holding History

AGF Management’s Portfolio MU Stock Details MU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$265M	Buy	229,835 +32,993	+17%	+$24.7M	1.03%	27
2026 Q1	$66.5M	Buy	+196,842	New	+$77.1M	0.3%	99
2025 Q1	–	Sell	-7,576	Closed	-$638K	–	707
2024 Q4	$638K	Sell	7,576 -3,111	-29%	-$316K	﹤0.01%	601
2024 Q3	$1.11M	Sell	10,687 -7,762	-42%	-$812K	0.01%	560
2024 Q2	$2.43M	Buy	18,449 +5,092	+38%	+$642K	0.01%	375
2024 Q1	$1.57M	Sell	13,357 -354	-3%	-$32K	0.01%	519
2023 Q4	$1.17M	Buy	+13,711	New	+$1.02M	0.01%	547

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AGF Management's MU Position: Q2 2026 in Review

AGF Management increased its Micron Technology (MU) stake by 17% in Q2 2026, buying an estimated $24.7M and bringing the position to 229,835 shares worth $265M. The position accounts for 1.03% of the portfolio, ranked #27.

AGF Management first reported a position in MU in Q4 2023 and has held it in 7 quarters since. 3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

AGF Management held 229,835 shares of Micron Technology worth $265M as of Q2 2026.
AGF Management bought 32,993 Micron Technology shares in Q2 2026, an estimated $24.7M.
Micron Technology made up 1.03% of AGF Management's portfolio in Q2 2026, its #27 holding.
AGF Management first reported a position in Micron Technology in Q4 2023 and has held it in 7 quarters since.
3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.