Daiwa Securities Group’s Micron Technology MU Stock Holding History

Daiwa Securities Group’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	$636M	Buy	1,884,021 +1,221,866	+185%	+$479M	1.83%	14
2025 Q4	$189M	Buy	662,155 +313,866	+90%	+$72M	0.6%	29
2025 Q3	$58.3M	Buy	348,289 +52,044	+18%	+$6.66M	0.2%	79
2025 Q2	$36.5M	Buy	296,245 +21,974	+8%	+$2.05M	0.13%	106
2025 Q1	$23.8M	Buy	274,271 +22,900	+9%	+$2.2M	0.1%	127
2024 Q4	$21.2M	Buy	251,371 +20,520	+9%	+$2.09M	0.09%	128
2024 Q3	$23.9M	Buy	230,851 +13,035	+6%	+$1.36M	0.11%	115
2024 Q2	$28.6M	Sell	217,816 -10,477	-5%	-$1.32M	0.15%	90
2024 Q1	$26.9M	Buy	228,293 +44,372	+24%	+$4.02M	0.15%	96
2023 Q4	$17.7M	Buy	183,921 +40,902	+29%	+$3.04M	0.11%	113
2023 Q3	$12.9M	Buy	143,019 +17,613	+14%	+$1.18M	0.09%	131
2023 Q2	$12.9M	Sell	125,406 -24,075	-16%	-$1.55M	0.09%	133
2023 Q1	$9.73M	Buy	149,481 +31,017	+26%	+$1.82M	0.07%	161
2022 Q4	$6.96M	Sell	118,464 -2,173	-2%	-$119K	0.05%	202
2022 Q3	$6.04M	Buy	120,637 +1,885	+2%	+$109K	0.05%	209
2022 Q2	$9.74M	Sell	118,752 -745	-0.6%	-$50.6K	0.07%	145
2022 Q1	$10.5M	Buy	119,497 +9,384	+9%	+$800K	0.07%	162
2021 Q4	$10.3M	Buy	110,113 +8,852	+9%	+$691K	0.06%	169
2021 Q3	$9.45M	Buy	101,261 +4,360	+4%	+$327K	0.06%	160
2021 Q2	$10.4M	Buy	96,901 +91	+0.1%	+$7.68K	0.07%	141
2021 Q1	$10.2M	Buy	96,810 +18,126	+23%	+$1.54M	0.08%	129
2020 Q4	$7.18M	Buy	78,684 +5,225	+7%	+$315K	0.06%	153
2020 Q3	$7.75M	Buy	73,459 +21,105	+40%	+$1.02M	0.07%	126
2020 Q2	$6.32M	Hold	52,354	–	–	0.13%	90
2020 Q1	$4.45M	Buy	52,354 +4,376	+9%	+$228K	0.05%	177
2019 Q4	$5.79M	Sell	47,978 -57,730	-55%	-$2.76M	0.05%	176
2019 Q3	$4.53M	Buy	105,708 +61,679	+140%	+$2.79M	0.04%	199
2019 Q2	$4.15M	Sell	44,029 -35,710	-45%	-$1.36M	0.04%	215
2019 Q1	$3.3M	Buy	79,739 +24,243	+44%	+$937K	0.03%	243
2018 Q4	$3.54M	Sell	55,496 -67,415	-55%	-$2.56M	0.03%	234
2018 Q3	$10.4M	Sell	122,911 -26,451	-18%	-$1.33M	0.09%	118
2018 Q2	$10.6M	Sell	149,362 -5,326	-3%	-$288K	0.08%	119
2018 Q1	$8.72M	Sell	154,688 -30,462	-16%	-$1.46M	0.07%	156
2017 Q4	$7.61M	Buy	185,150 +89,305	+93%	+$3.85M	0.05%	186
2017 Q3	$3.77M	Buy	95,845 +22,195	+30%	+$702K	0.03%	246
2017 Q2	$2.2M	Buy	73,650 +44,800	+155%	+$1.31M	0.01%	306
2017 Q1	$834K	Sell	28,850 -7,250	-20%	-$177K	0.01%	482
2016 Q4	$791K	Buy	36,100 +10,100	+39%	+$190K	0.01%	455
2016 Q3	$462K	Buy	26,000 +1,100	+4%	+$16.8K	﹤0.01%	523
2016 Q2	$343K	Hold	24,900	–	–	﹤0.01%	556
2016 Q1	$261K	Hold	24,900	–	–	﹤0.01%	608
2015 Q4	$353K	Sell	24,900 -280,110	-92%	-$4.48M	﹤0.01%	553
2015 Q3	$4.57M	Buy	305,010 +280,110	+1,125%	+$4.82M	0.03%	185
2015 Q2	$469K	Sell	24,900 -8,000	-24%	-$213K	﹤0.01%	541
2015 Q1	$893K	Sell	32,900 -50,600	-61%	-$1.51M	0.01%	350
2014 Q4	$2.92M	Buy	83,500 +38,100	+84%	+$1.26M	0.02%	222
2014 Q3	$1.55M	Buy	45,400 +3,600	+9%	+$117K	0.01%	242
2014 Q2	$1.38M	Buy	41,800 +13,000	+45%	+$354K	0.01%	260
2014 Q1	$681K	Sell	28,800 -16,945	-37%	-$403K	0.01%	342
2013 Q4	$986K	Buy	45,745 +13,245	+41%	+$257K	0.01%	267
2013 Q3	$568K	Hold	32,500	–	–	﹤0.01%	356
2013 Q2	$466K	Buy	+32,500	New	+$360K	﹤0.01%	436

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

Daiwa Securities Group's MU Position: Q1 2026 in Review

Daiwa Securities Group increased its Micron Technology (MU) stake by 185% in Q1 2026, buying an estimated $479M and bringing the position to 1,884,021 shares worth $636M. The position accounts for 1.83% of the portfolio, ranked #14.

Daiwa Securities Group first reported a position in MU in Q2 2013 and has held it in 52 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Daiwa Securities Group held 1,884,021 shares of Micron Technology worth $636M as of Q1 2026.
Daiwa Securities Group bought 1,221,866 Micron Technology shares in Q1 2026, an estimated $479M.
Micron Technology made up 1.83% of Daiwa Securities Group's portfolio in Q1 2026, its #14 holding.
Daiwa Securities Group first reported a position in Micron Technology in Q2 2013 and has held it in 52 quarters since.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.