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BLKBRD Asset Management’s Micron Technology MU Stock Holding History

BLKBRD 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
Q1 		$2.2M Buy
6,520
+4,388
+206% +$1.72M 5.76% 8
2025
Q4 		$608K Sell
2,132
-83,957
-98% -$19.3M 0.82% 22
2025
Q3 		$14.4M Buy
86,089
+71,565
+493% +$9.16M 4.01% 17
2025
Q2 		$1.79M Buy
+14,524
New +$1.36M 1.01% 15

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

BLKBRD Asset Management's MU Position: Q1 2026 in Review

BLKBRD Asset Management increased its Micron Technology (MU) stake by 206% in Q1 2026, buying an estimated $1.72M and bringing the position to 6,520 shares worth $2.2M. The position accounts for 5.76% of the portfolio, ranked #8.

BLKBRD Asset Management first reported a position in MU in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.4M in Q3 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • BLKBRD Asset Management held 6,520 shares of Micron Technology worth $2.2M as of Q1 2026.
  • BLKBRD Asset Management bought 4,388 Micron Technology shares in Q1 2026, an estimated $1.72M.
  • Micron Technology made up 5.76% of BLKBRD Asset Management's portfolio in Q1 2026, its #8 holding.
  • BLKBRD Asset Management first reported a position in Micron Technology in Q2 2025 and has held it in 4 quarters since.
  • BLKBRD Asset Management's Micron Technology position peaked at $14.4M in Q3 2025.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on BLKBRD Asset Management's 13F filing for Q1 2026, filed 15 May 2026.