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Cannell & Spears’s Micron Technology MU Stock Holding History

Cannell & Spears’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 		$94.9M Buy
82,226
+35,595
+76% +$26.7M 1.69% 13
2026
Q1 		$15.8M Buy
46,631
+42,035
+915% +$16.5M 0.31% 80
2025
Q4 		$1.31M Buy
4,596
+3
+0.1% +$688 0.02% 224
2025
Q3 		$769K Buy
4,593
+556
+14% +$71.1K 0.01% 254
2025
Q2 		$498K Buy
4,037
+7
+0.2% +$654 0.01% 289
2025
Q1 		$350K Buy
4,030
+9
+0.2% +$864 0.01% 316
2024
Q4 		$338K Buy
4,021
+11
+0.3% +$1.12K 0.01% 323
2024
Q3 		$416K Hold
4,010
– – 0.01% 316
2024
Q2 		$527K Hold
4,010
– – 0.01% 266
2024
Q1 		$473K Buy
+4,010
New +$363K 0.01% 285
2022
Q2 		– Sell
-2,599
Closed -$202K – 217
2022
Q1 		$202K Buy
+2,599
New +$222K 0.02% 218

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Cannell & Spears's MU Position: Q2 2026 in Review

Cannell & Spears increased its Micron Technology (MU) stake by 76% in Q2 2026, buying an estimated $26.7M and bringing the position to 82,226 shares worth $94.9M. The position accounts for 1.69% of the portfolio, ranked #13.

Cannell & Spears first reported a position in MU in Q1 2022 and has held it in 11 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Cannell & Spears held 82,226 shares of Micron Technology worth $94.9M as of Q2 2026.
  • Cannell & Spears bought 35,595 Micron Technology shares in Q2 2026, an estimated $26.7M.
  • Micron Technology made up 1.69% of Cannell & Spears's portfolio in Q2 2026, its #13 holding.
  • Cannell & Spears first reported a position in Micron Technology in Q1 2022 and has held it in 11 quarters since.
  • 3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.