Ardmore Road Asset Management’s Micron Technology MU Stock Holding History

Ardmore Road Asset 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	–	Sell	-41,640	Closed	-$11.9M	–	85
2025 Q4	$11.9M	Buy	+41,640	New	+$9.55M	0.9%	43
2025 Q2	–	Sell	-130,000	Closed	-$11.3M	–	49
2025 Q1	$11.3M	Buy	+130,000	New	+$12.5M	1.16%	32
2024 Q2	–	Sell	-100,000	Closed	-$11.8M	–	49
2024 Q1	$11.8M	Buy	+100,000	New	+$9.05M	2.08%	19

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ardmore Road Asset Management's MU Position: Q1 2026 in Review

Ardmore Road Asset Management sold out of Micron Technology (MU) in Q1 2026, closing a stake of 41,640 shares — an estimated $11.9M sold.

Ardmore Road Asset Management first reported a position in MU in Q1 2024 and held it in 3 quarters. The position peaked at $11.9M in Q4 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Ardmore Road Asset Management reported no remaining Micron Technology position as of Q1 2026 after selling out during the quarter.
Ardmore Road Asset Management sold 41,640 Micron Technology shares in Q1 2026, an estimated $11.9M.
Ardmore Road Asset Management first reported a position in Micron Technology in Q1 2024 and held it in 3 quarters.
Ardmore Road Asset Management's Micron Technology position peaked at $11.9M in Q4 2025.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Ardmore Road Asset Management's 13F filing for Q1 2026, filed 15 May 2026.