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Bayforest Capital’s Micron Technology MU Stock Holding History

Bayforest Capital’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 		$108K Sell
321
-442
-58% -$173K 0.12% 331
2025
Q4 		$218K Sell
763
-436
-36% -$100K 0.16% 257
2025
Q3 		$201K Buy
1,199
+324
+37% +$41.5K 0.1% 385
2025
Q2 		$108K Buy
+875
New +$81.7K 0.05% 467
2025
Q1 		– Sell
-38
Closed -$3.2K – 840
2024
Q4 		$3.2K Buy
+38
New +$3.87K ﹤0.01% 657

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bayforest Capital's MU Position: Q1 2026 in Review

Bayforest Capital reduced its Micron Technology (MU) stake by 58% in Q1 2026, selling an estimated $173K and leaving 321 shares worth $108K. The position accounts for 0.12% of the portfolio, ranked #331.

Bayforest Capital first reported a position in MU in Q4 2024 and has held it in 5 quarters since. The position peaked at $218K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Bayforest Capital held 321 shares of Micron Technology worth $108K as of Q1 2026.
  • Bayforest Capital sold 442 Micron Technology shares in Q1 2026, an estimated $173K.
  • Micron Technology made up 0.12% of Bayforest Capital's portfolio in Q1 2026, its #331 holding.
  • Bayforest Capital first reported a position in Micron Technology in Q4 2024 and has held it in 5 quarters since.
  • Bayforest Capital's Micron Technology position peaked at $218K in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.