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First Financial Bankshares’s Micron Technology MU Stock Holding History

First Financial Bankshares’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 		$49M Sell
144,957
-137,351
-49% -$53.8M 0.99% 37
2025
Q4 		$80.6M Sell
282,308
-9,026
-3% -$2.07M 1.62% 20
2025
Q3 		$48.7M Buy
291,334
+175,360
+151% +$22.4M 1% 41
2025
Q2 		$14.3M Buy
+115,974
New +$10.8M 0.32% 63

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Financial Bankshares's MU Position: Q1 2026 in Review

First Financial Bankshares reduced its Micron Technology (MU) stake by 49% in Q1 2026, selling an estimated $53.8M and leaving 144,957 shares worth $49M. The position accounts for 0.99% of the portfolio, ranked #37.

First Financial Bankshares first reported a position in MU in Q2 2025 and has held it in 4 quarters since. The position peaked at $80.6M in Q4 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • First Financial Bankshares held 144,957 shares of Micron Technology worth $49M as of Q1 2026.
  • First Financial Bankshares sold 137,351 Micron Technology shares in Q1 2026, an estimated $53.8M.
  • Micron Technology made up 0.99% of First Financial Bankshares's portfolio in Q1 2026, its #37 holding.
  • First Financial Bankshares first reported a position in Micron Technology in Q2 2025 and has held it in 4 quarters since.
  • First Financial Bankshares's Micron Technology position peaked at $80.6M in Q4 2025.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on First Financial Bankshares's 13F filing for Q1 2026, filed 11 May 2026.