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 Q2	$1.04M	Buy	+900	New	+$675K	0.06%	60
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 $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

Ardmore Road Asset Management's MU Position: Q2 2026 in Review

Ardmore Road Asset Management opened a new position in Micron Technology (MU) in Q2 2026: 900 shares worth $1.04M. The stake represents 0.06% of the portfolio and ranks #60 among its holdings. This is a return to the name: Ardmore Road Asset Management previously reported a position in MU as recently as Q4 2025.

Ardmore Road Asset Management first reported a position in MU in Q1 2024 and has held it in 4 quarters since. The position peaked at $11.9M in Q4 2025. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Ardmore Road Asset Management held 900 shares of Micron Technology worth $1.04M as of Q2 2026.
Micron Technology was a new Ardmore Road Asset Management position in Q2 2026.
Micron Technology made up 0.06% of Ardmore Road Asset Management's portfolio in Q2 2026, its #60 holding.
Ardmore Road Asset Management first reported a position in Micron Technology in Q1 2024 and has held it in 4 quarters since.
Ardmore Road Asset Management's Micron Technology position peaked at $11.9M in Q4 2025.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.