Alan B. Lancz & Associates’s Micron Technology MU Stock Holding History

Alan B. Lancz & Associates’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	$2.19M	Sell	1,900 -700	-27%	-$525K	1.91%	12
2026 Q1	$878K	Hold	2,600	–	–	0.85%	25
2025 Q4	$742K	Sell	2,600 -400	-13%	-$91.8K	0.65%	38
2025 Q3	$502K	Hold	3,000	–	–	0.45%	56
2025 Q2	$370K	Hold	3,000	–	–	0.37%	73
2025 Q1	$261K	Hold	3,000	–	–	0.28%	97
2024 Q4	$252K	Hold	3,000	–	–	0.26%	102
2024 Q3	$311K	Sell	3,000 -400	-12%	-$41.8K	0.29%	95
2024 Q2	$447K	Buy	+3,400	New	+$428K	0.44%	60
2023 Q4	$256K	Hold	3,000	–	–	0.27%	108
2023 Q3	$204K	Buy	+3,000	New	+$201K	0.23%	117
2023 Q2	–	Sell	-3,000	Closed	-$181K	–	165
2023 Q1	$181K	Hold	3,000	–	–	0.19%	133
2022 Q4	$171K	Hold	3,000	–	–	0.17%	146
2022 Q3	$150K	Hold	3,000	–	–	0.18%	141
2022 Q2	$186K	Hold	3,000	–	–	0.18%	134
2022 Q1	$234K	Hold	3,000	–	–	0.21%	129
2021 Q4	$279K	Buy	+3,000	New	+$234K	0.24%	112

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

Alan B. Lancz & Associates's MU Position: Q2 2026 in Review

Alan B. Lancz & Associates reduced its Micron Technology (MU) stake by 27% in Q2 2026, selling an estimated $525K and leaving 1,900 shares worth $2.19M. The position accounts for 1.91% of the portfolio, ranked #12.

Alan B. Lancz & Associates first reported a position in MU in Q4 2021 and has held it in 17 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Alan B. Lancz & Associates held 1,900 shares of Micron Technology worth $2.19M as of Q2 2026.
Alan B. Lancz & Associates sold 700 Micron Technology shares in Q2 2026, an estimated $525K.
Micron Technology made up 1.91% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #12 holding.
Alan B. Lancz & Associates first reported a position in Micron Technology in Q4 2021 and has held it in 17 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.