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 Q2	$82.7M	Sell	71,628 -10,452	-13%	-$7.84M	17.55%	1
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 $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

California First Leasing Corp's MU Position: Q2 2026 in Review

California First Leasing Corp reduced its Micron Technology (MU) stake by 13% in Q2 2026, selling an estimated $7.84M and leaving 71,628 shares worth $82.7M. The position accounts for 17.55% of the portfolio, ranked #1.

California First Leasing Corp first reported a position in MU in Q4 2021 and has held it in 19 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

California First Leasing Corp held 71,628 shares of Micron Technology worth $82.7M as of Q2 2026.
California First Leasing Corp sold 10,452 Micron Technology shares in Q2 2026, an estimated $7.84M.
Micron Technology made up 17.55% of California First Leasing Corp's portfolio in Q2 2026, its #1 holding.
California First Leasing Corp first reported a position in Micron Technology in Q4 2021 and has held it in 19 quarters since.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on California First Leasing Corp's 13F filing for Q2 2026, filed 19 Aug 2026.