Beck Capital Management’s Micron Technology MU Stock Holding History

Beck Capital 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	$30.1M	Sell	26,089 -2,165	-8%	-$1.62M	5.54%	1
2026 Q1	$9.55M	Buy	28,254 +1,837	+7%	+$720K	2.18%	10
2025 Q4	$7.54M	Buy	26,417 +3,048	+13%	+$699K	1.79%	12
2025 Q3	$3.91M	Buy	+23,369	New	+$2.99M	0.9%	43
2024 Q3	–	Sell	-23,766	Closed	-$3.13M	–	127
2024 Q2	$3.13M	Buy	+23,766	New	+$2.99M	0.86%	39
2021 Q4	–	Sell	-18,646	Closed	-$1.32M	–	148
2021 Q3	$1.32M	Buy	18,646 +791	+4%	+$59.4K	0.44%	83
2021 Q2	$1.52M	Sell	17,855 -22,687	-56%	-$1.91M	0.51%	69
2021 Q1	$3.58M	Buy	40,542 +346	+0.9%	+$29.4K	1.35%	29
2020 Q4	$3.02M	Buy	+40,196	New	+$2.42M	1.26%	35
2018 Q4	–	Sell	-12,813	Closed	-$580K	–	93
2018 Q3	$580K	Buy	+12,813	New	+$646K	0.25%	65
2018 Q2	–	Sell	-10,830	Closed	-$565K	–	109
2018 Q1	$565K	Buy	+10,830	New	+$518K	0.26%	69
2015 Q1	–	Sell	-15,910	Closed	-$557K	–	146
2014 Q4	$557K	Buy	+15,910	New	+$527K	0.32%	79

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

Beck Capital Management's MU Position: Q2 2026 in Review

Beck Capital Management reduced its Micron Technology (MU) stake by 7.7% in Q2 2026, selling an estimated $1.62M and leaving 26,089 shares worth $30.1M. The position accounts for 5.54% of the portfolio, ranked #1.

Beck Capital Management first reported a position in MU in Q4 2014 and has held it in 12 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Beck Capital Management held 26,089 shares of Micron Technology worth $30.1M as of Q2 2026.
Beck Capital Management sold 2,165 Micron Technology shares in Q2 2026, an estimated $1.62M.
Micron Technology made up 5.54% of Beck Capital Management's portfolio in Q2 2026, its #1 holding.
Beck Capital Management first reported a position in Micron Technology in Q4 2014 and has held it in 12 quarters since.
3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.