Artisan Partners’s Micron Technology MU Stock Holding History

Artisan 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
2024 Q3	–	Sell	-286,400	Closed	-$37.7M	–	360
2024 Q2	$37.7M	Buy	+286,400	New	+$36.1M	0.06%	250
2024 Q1	–	Sell	-1,588,500	Closed	-$136M	–	354
2023 Q4	$136M	Buy	+1,588,500	New	+$118M	0.21%	112
2021 Q2	–	Sell	-1,522,200	Closed	-$134M	–	354
2021 Q1	$134M	Sell	1,522,200 -1,565,200	-51%	-$133M	0.17%	142
2020 Q4	$232M	Buy	3,087,400 +678,700	+28%	+$40.9M	0.28%	103
2020 Q3	$113M	Buy	+2,408,700	New	+$117M	0.16%	140

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

Artisan Partners's MU Position: Q1 2026 in Review

Artisan Partners opened a new position in Micron Technology (MU) in Q1 2026: 136,703 shares worth $46.2M. The stake represents 0.07% of the portfolio and ranks #202 among its holdings. This is a return to the name: Artisan Partners previously reported a position in MU as recently as Q2 2024.

Artisan Partners first reported a position in MU in Q1 2020 and has held it in 10 quarters since. The position peaked at $60M in Q2 2020. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Artisan Partners held 136,703 shares of Micron Technology worth $46.2M as of Q1 2026.
Micron Technology was a new Artisan Partners position in Q1 2026.
Micron Technology made up 0.07% of Artisan Partners's portfolio in Q1 2026, its #202 holding.
Artisan Partners first reported a position in Micron Technology in Q1 2020 and has held it in 10 quarters since.
Artisan Partners's Micron Technology position peaked at $60M in Q2 2020.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Artisan Partners's 13F filing for Q1 2026, filed 13 May 2026.