Axiom Investors’s Micron Technology MU Stock Holding History

Axiom Investors’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	$680M	Buy	589,089 +390,889	+197%	+$293M	5.88%	4
2026 Q1	$67M	Buy	+198,200	New	+$77.6M	0.75%	25
2024 Q4	–	Sell	-200,832	Closed	-$20.8M	–	143
2024 Q3	$20.8M	Sell	200,832 -420,543	-68%	-$44M	0.18%	57
2024 Q2	$81.7M	Buy	+621,375	New	+$78.3M	0.71%	26
2020 Q2	–	Sell	-1,081,580	Closed	-$45.5M	–	124
2020 Q1	$45.5M	Buy	1,081,580 +127,040	+13%	+$6.61M	1.15%	22
2019 Q4	$51.3M	Buy	954,540 +259,285	+37%	+$12.4M	1.2%	25
2019 Q3	$29.8M	Buy	+695,255	New	+$31.4M	0.8%	38
2015 Q1	–	Sell	-52,710	Closed	-$1.84M	–	154
2014 Q4	$1.84M	Buy	+52,710	New	+$1.75M	0.05%	118

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

Axiom Investors's MU Position: Q2 2026 in Review

Axiom Investors increased its Micron Technology (MU) stake by 197% in Q2 2026, buying an estimated $293M and bringing the position to 589,089 shares worth $680M. The position accounts for 5.88% of the portfolio, ranked #4.

Axiom Investors first reported a position in MU in Q4 2014 and has held it in 8 quarters since. 3,905 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Axiom Investors held 589,089 shares of Micron Technology worth $680M as of Q2 2026.
Axiom Investors bought 390,889 Micron Technology shares in Q2 2026, an estimated $293M.
Micron Technology made up 5.88% of Axiom Investors's portfolio in Q2 2026, its #4 holding.
Axiom Investors first reported a position in Micron Technology in Q4 2014 and has held it in 8 quarters since.
3,905 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.