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Alpine Investment Management’s Micron Technology MU Stock Holding History

Alpine Investment 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
Q1 		$2.6M Buy
+7,700
New +$3.02M 0.65% 11
2025
Q1 		– Sell
-325,000
Closed -$27.4M – 16
2024
Q4 		$27.4M Buy
325,000
+225,000
+225% +$22.9M 7.74% 7
2024
Q3 		$10.4M Sell
100,000
-150,000
-60% -$15.7M 2.79% 8
2024
Q2 		$32.9M Buy
250,000
+75,000
+43% +$9.45M 4.39% 7
2024
Q1 		$20.6M Buy
+175,000
New +$15.8M 2.38% 7

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpine Investment Management's MU Position: Q1 2026 in Review

Alpine Investment Management opened a new position in Micron Technology (MU) in Q1 2026: 7,700 shares worth $2.6M. The stake represents 0.65% of the portfolio and ranks #11 among its holdings. This is a return to the name: Alpine Investment Management previously reported a position in MU as recently as Q4 2024.

Alpine Investment Management first reported a position in MU in Q1 2024 and has held it in 5 quarters since. The position peaked at $32.9M in Q2 2024. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Alpine Investment Management held 7,700 shares of Micron Technology worth $2.6M as of Q1 2026.
  • Micron Technology was a new Alpine Investment Management position in Q1 2026.
  • Micron Technology made up 0.65% of Alpine Investment Management's portfolio in Q1 2026, its #11 holding.
  • Alpine Investment Management first reported a position in Micron Technology in Q1 2024 and has held it in 5 quarters since.
  • Alpine Investment Management's Micron Technology position peaked at $32.9M in Q2 2024.
  • 2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Alpine Investment Management's 13F filing for Q1 2026, filed 15 May 2026.