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 Q2	$130M	Sell	112,800 -32,157	-22%	-$24.1M	2.44%	10
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 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

First Financial Bankshares's MU Position: Q2 2026 in Review

First Financial Bankshares reduced its Micron Technology (MU) stake by 22% in Q2 2026, selling an estimated $24.1M and leaving 112,800 shares worth $130M. The position accounts for 2.44% of the portfolio, ranked #10.

First Financial Bankshares first reported a position in MU in Q2 2025 and has held it in 5 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

First Financial Bankshares held 112,800 shares of Micron Technology worth $130M as of Q2 2026.
First Financial Bankshares sold 32,157 Micron Technology shares in Q2 2026, an estimated $24.1M.
Micron Technology made up 2.44% of First Financial Bankshares's portfolio in Q2 2026, its #10 holding.
First Financial Bankshares first reported a position in Micron Technology in Q2 2025 and has held it in 5 quarters since.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on First Financial Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.