California First Leasing Corp’s Micron Technology MU Stock Holding History

California First Leasing Corp’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	$27.7M	Sell	82,080 -4,320	-5%	-$1.69M	8.89%	3
2025 Q4	$24.7M	Hold	86,400	–	–	8.01%	2
2025 Q3	$14.5M	Hold	86,400	–	–	5.29%	5
2025 Q2	$10.6M	Hold	86,400	–	–	4.43%	6
2025 Q1	$7.51M	Buy	86,400 +5,100	+6%	+$490K	3.31%	12
2024 Q4	$6.84M	Hold	81,300	–	–	2.82%	13
2024 Q3	$8.43M	Hold	81,300	–	–	3.67%	8
2024 Q2	$10.7M	Hold	81,300	–	–	4.78%	5
2024 Q1	$9.58M	Hold	81,300	–	–	4.46%	7
2023 Q4	$6.94M	Hold	81,300	–	–	3.69%	9
2023 Q3	$5.53M	Hold	81,300	–	–	3.2%	12
2023 Q2	$5.13M	Hold	81,300	–	–	3.14%	13
2023 Q1	$4.91M	Hold	81,300	–	–	3.28%	13
2022 Q4	$4.06M	Hold	81,300	–	–	2.82%	15
2022 Q3	$4.07M	Hold	81,300	–	–	3.08%	14
2022 Q2	$4.49M	Hold	81,300	–	–	3.42%	14
2022 Q1	$6.33M	Buy	81,300 +25,300	+45%	+$2.16M	3.52%	12
2021 Q4	$5.22M	Buy	+56,000	New	+$4.37M	2.59%	16

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California First Leasing Corp's MU Position: Q1 2026 in Review

California First Leasing Corp reduced its Micron Technology (MU) stake by 5% in Q1 2026, selling an estimated $1.69M and leaving 82,080 shares worth $27.7M. The position accounts for 8.89% of the portfolio, ranked #3.

California First Leasing Corp first reported a position in MU in Q4 2021 and has held it in 18 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

California First Leasing Corp held 82,080 shares of Micron Technology worth $27.7M as of Q1 2026.
California First Leasing Corp sold 4,320 Micron Technology shares in Q1 2026, an estimated $1.69M.
Micron Technology made up 8.89% of California First Leasing Corp's portfolio in Q1 2026, its #3 holding.
California First Leasing Corp first reported a position in Micron Technology in Q4 2021 and has held it in 18 quarters since.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on California First Leasing Corp's 13F filing for Q1 2026, filed 28 Apr 2026.