Brandywine Global Investment Management’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$406K Sell
1,421
-318,439
-100% -$73.1M ﹤0.01% 567
2025
Q3
$53.5M Sell
319,860
-130,069
-29% -$16.6M 0.37% 79
2025
Q2
$55.5M Buy
449,929
+39,811
+10% +$3.72M 0.39% 69
2025
Q1
$35.6M Buy
410,118
+129,381
+46% +$12.4M 0.26% 104
2024
Q4
$23.6M Buy
280,737
+22
+0% +$2.24K 0.17% 148
2024
Q3
$30.4M Buy
280,715
+1,051
+0.4% +$110K 0.2% 119
2024
Q2
$36.8M Sell
279,664
-154,007
-36% -$19.4M 0.27% 94
2024
Q1
$51.1M Sell
433,671
-685,265
-61% -$62M 0.37% 74
2023
Q4
$95.5M Sell
1,118,936
-256,682
-19% -$19.1M 0.77% 23
2023
Q3
$93.6M Sell
1,375,618
-195,240
-12% -$13.1M 0.82% 21
2023
Q2
$99.1M Sell
1,570,858
-92,465
-6% -$5.94M 0.83% 24
2023
Q1
$100M Buy
1,663,323
+191,125
+13% +$11.2M 0.81% 23
2022
Q4
$73.6M Buy
1,472,198
+465,665
+46% +$25.5M 0.57% 39
2022
Q3
$50.4M Sell
1,006,533
-271,069
-21% -$15.7M 0.47% 61
2022
Q2
$70.6M Buy
1,277,602
+242,515
+23% +$16.5M 0.61% 36
2022
Q1
$80.6M Buy
1,035,087
+586,077
+131% +$50M 0.59% 37
2021
Q4
$41.8M Sell
449,010
-1,028,383
-70% -$80.3M 0.3% 98
2021
Q3
$105M Sell
1,477,393
-203,112
-12% -$15.3M 0.79% 20
2021
Q2
$143M Buy
1,680,505
+157,694
+10% +$13.3M 1.06% 17
2021
Q1
$134M Sell
1,522,811
-128,852
-8% -$10.9M 1.01% 14
2020
Q4
$124M Sell
1,651,663
-105,047
-6% -$6.33M 1.03% 15
2020
Q3
$82.5M Buy
1,756,710
+196,377
+13% +$9.5M 0.81% 25
2020
Q2
$80.4M Buy
1,560,333
+34,259
+2% +$1.62M 0.82% 23
2020
Q1
$64.2M Buy
1,526,074
+555,172
+57% +$28.9M 0.77% 24
2019
Q4
$53.8M Buy
970,902
+73,773
+8% +$3.52M 0.38% 66
2019
Q3
$38.4M Sell
897,129
-747,960
-45% -$33.8M 0.28% 83
2019
Q2
$63.5M Sell
1,645,089
-95,242
-5% -$3.63M 0.44% 56
2019
Q1
$71.9M Sell
1,740,331
-2,358,919
-58% -$91.1M 0.5% 53
2018
Q4
$130M Buy
4,099,250
+1,501,654
+58% +$56.9M 0.96% 25
2018
Q3
$117M Sell
2,597,596
-67,768
-3% -$3.42M 0.73% 33
2018
Q2
$140M Sell
2,665,364
-14,742
-0.6% -$797K 0.89% 23
2018
Q1
$140M Buy
2,680,106
+100,306
+4% +$4.8M 0.88% 24
2017
Q4
$106M Sell
2,579,800
-643,438
-20% -$27.7M 0.63% 42
2017
Q3
$127M Sell
3,223,238
-225,744
-7% -$7.14M 0.8% 26
2017
Q2
$103M Sell
3,448,982
-2,843,405
-45% -$83.2M 0.66% 33
2017
Q1
$182M Sell
6,292,387
-1,895,793
-23% -$46.3M 1.15% 13
2016
Q4
$179M Sell
8,188,180
-2,064,306
-20% -$38.8M 1.14% 15
2016
Q3
$182M Sell
10,252,486
-985,178
-9% -$15M 1.2% 13
2016
Q2
$155M Buy
11,237,664
+752,414
+7% +$8.55M 1.04% 18
2016
Q1
$110M Buy
10,485,250
+1,111,486
+12% +$12.4M 0.72% 35
2015
Q4
$133M Sell
9,373,764
-331,851
-3% -$5.3M 0.84% 26
2015
Q3
$145M Buy
9,705,615
+2,578,013
+36% +$44.3M 0.95% 20
2015
Q2
$134M Buy
7,127,602
+2,847,906
+67% +$75.9M 0.84% 22
2015
Q1
$116M Buy
4,279,696
+1,021,849
+31% +$30.5M 0.75% 25
2014
Q4
$114M Buy
3,257,847
+635,256
+24% +$21M 0.76% 24
2014
Q3
$89.8M Buy
2,622,591
+2,622,321
+971,230% +$84.9M 0.66% 29
2014
Q2
$9K Buy
+270
New +$7.36K ﹤0.01% 908

Other funds holding MU

Brandywine Global Investment Management's MU Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Micron Technology (MU) stake by 100% in Q4 2025, selling an estimated $73.1M and leaving 1,421 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Brandywine Global Investment Management first reported a position in MU in Q2 2014 and has held it in 47 quarters since. The position peaked at $182M in Q3 2016. 2,684 funds tracked by Wall St. Rank hold MU as of Q4 2025.

  • Brandywine Global Investment Management held 1,421 shares of Micron Technology worth $406K as of Q4 2025.
  • Brandywine Global Investment Management sold 318,439 Micron Technology shares in Q4 2025, an estimated $73.1M.
  • Micron Technology made up ﹤0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #567 holding.
  • Brandywine Global Investment Management first reported a position in Micron Technology in Q2 2014 and has held it in 47 quarters since.
  • Brandywine Global Investment Management's Micron Technology position peaked at $182M in Q3 2016.
  • 2,684 funds tracked by Wall St. Rank held Micron Technology as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.