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Appleton Partners’s Micron Technology MU Stock Holding History

Appleton Partners’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 		$92.5M Sell
80,158
-22,665
-22% -$17M 5.67% 2
2026
Q1 		$34.7M Sell
102,823
-14,881
-13% -$5.83M 2.42% 10
2025
Q4 		$33.6M Sell
117,704
-13,063
-10% -$3M 2.21% 9
2025
Q3 		$21.9M Sell
130,767
-7,242
-5% -$927K 1.47% 16
2025
Q2 		$17M Sell
138,009
-16,918
-11% -$1.58M 1.2% 21
2025
Q1 		$13.5M Buy
154,927
+1,414
+0.9% +$136K 1.04% 30
2024
Q4 		$12.9M Sell
153,513
-2,843
-2% -$289K 0.96% 32
2024
Q3 		$16.2M Buy
156,356
+6,042
+4% +$632K 1.19% 19
2024
Q2 		$19.8M Buy
150,314
+2,316
+2% +$292K 1.52% 14
2024
Q1 		$17.4M Buy
147,998
+27,654
+23% +$2.5M 1.35% 15
2023
Q4 		$10.3M Buy
+120,344
New +$8.94M 0.83% 34

Other funds holding MU

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Appleton Partners's MU Position: Q2 2026 in Review

Appleton Partners reduced its Micron Technology (MU) stake by 22% in Q2 2026, selling an estimated $17M and leaving 80,158 shares worth $92.5M. The position accounts for 5.67% of the portfolio, ranked #2.

Appleton Partners first reported a position in MU in Q4 2023 and has held it in 11 quarters since. 883 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Appleton Partners held 80,158 shares of Micron Technology worth $92.5M as of Q2 2026.
  • Appleton Partners sold 22,665 Micron Technology shares in Q2 2026, an estimated $17M.
  • Micron Technology made up 5.67% of Appleton Partners's portfolio in Q2 2026, its #2 holding.
  • Appleton Partners first reported a position in Micron Technology in Q4 2023 and has held it in 11 quarters since.
  • 883 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.