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Davis Investment Partners’s Micron Technology MU Stock Holding History

Davis Investment Partners’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 		$343K Buy
+297
New +$223K 0.1% 135

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Geode Capital Management
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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
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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Davis Investment Partners's MU Position: Q2 2026 in Review

Davis Investment Partners opened a new position in Micron Technology (MU) in Q2 2026: 297 shares worth $343K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings.

3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Davis Investment Partners held 297 shares of Micron Technology worth $343K as of Q2 2026.
  • Micron Technology was a new Davis Investment Partners position in Q2 2026.
  • Micron Technology made up 0.1% of Davis Investment Partners's portfolio in Q2 2026, its #135 holding.
  • 3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.