First Manhattan’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.01M | Buy |
11,876
+1,451
| +14% | +$568K | 0.01% | 266 |
|
|
2025
Q4 | $2.98M | Sell |
10,425
-1,135
| -10% | -$260K | 0.01% | 292 |
|
|
2025
Q3 | $1.93M | Sell |
11,560
-200
| -2% | -$25.6K | 0.01% | 338 |
|
|
2025
Q2 | $1.45M | Buy |
11,760
+2,206
| +23% | +$206K | ﹤0.01% | 372 |
|
|
2025
Q1 | $831K | Buy |
9,554
+1,925
| +25% | +$185K | ﹤0.01% | 422 |
|
|
2024
Q4 | $643K | Buy |
7,629
+630
| +9% | +$64.1K | ﹤0.01% | 457 |
|
|
2024
Q3 | $726K | Buy |
6,999
+2,251
| +47% | +$235K | ﹤0.01% | 418 |
|
|
2024
Q2 | $624K | Buy |
4,748
+931
| +24% | +$117K | ﹤0.01% | 428 |
|
|
2024
Q1 | $450K | Buy |
3,817
+3,389
| +792% | +$307K | ﹤0.01% | 510 |
|
|
2023
Q4 | $36.7K | Buy |
428
+48
| +13% | +$3.57K | ﹤0.01% | 928 |
|
|
2023
Q3 | $25.9K | Hold |
380
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $24K | Hold |
380
| – | – | ﹤0.01% | 999 |
|
|
2023
Q1 | $22.9K | Buy |
380
+75
| +25% | +$4.39K | ﹤0.01% | 1061 |
|
|
2022
Q4 | $15.2K | Buy |
305
+105
| +53% | +$5.75K | ﹤0.01% | 1171 |
|
|
2022
Q3 | $10K | Sell |
200
-2,000
| -91% | -$116K | ﹤0.01% | 1206 |
|
|
2022
Q2 | $121K | Sell |
2,200
-33
| -1% | -$2.24K | ﹤0.01% | 806 |
|
|
2022
Q1 | $173K | Buy |
2,233
+33
| +2% | +$2.81K | ﹤0.01% | 787 |
|
|
2021
Q4 | $204K | Hold |
2,200
| – | – | ﹤0.01% | 734 |
|
|
2021
Q3 | $156K | Hold |
2,200
| – | – | ﹤0.01% | 786 |
|
|
2021
Q2 | $186K | Hold |
2,200
| – | – | ﹤0.01% | 749 |
|
|
2021
Q1 | $194K | Hold |
2,200
| – | – | ﹤0.01% | 708 |
|
|
2020
Q4 | $165K | Sell |
2,200
-200
| -8% | -$12.1K | ﹤0.01% | 696 |
|
|
2020
Q3 | $112K | Hold |
2,400
| – | – | ﹤0.01% | 759 |
|
|
2020
Q2 | $123K | Hold |
2,400
| – | – | ﹤0.01% | 732 |
|
|
2020
Q1 | $100K | Buy |
2,400
+1,200
| +100% | +$62.4K | ﹤0.01% | 744 |
|
|
2019
Q4 | $64K | Buy |
1,200
+1,000
| +500% | +$47.8K | ﹤0.01% | 867 |
|
|
2019
Q3 | $8K | Sell |
200
-3,359
| -94% | -$152K | ﹤0.01% | 1179 |
|
|
2019
Q2 | $137K | Hold |
3,559
| – | – | ﹤0.01% | 769 |
|
|
2019
Q1 | $147K | Buy |
3,559
+659
| +23% | +$25.5K | ﹤0.01% | 765 |
|
|
2018
Q4 | $92K | Buy |
2,900
+100
| +4% | +$3.79K | ﹤0.01% | 814 |
|
|
2018
Q3 | $126K | Buy |
2,800
+1,900
| +211% | +$95.8K | ﹤0.01% | 803 |
|
|
2018
Q2 | $47K | Buy |
900
+700
| +350% | +$37.9K | ﹤0.01% | 962 |
|
|
2018
Q1 | $10K | Buy |
+200
| New | +$9.57K | ﹤0.01% | 1193 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$21K | – | 1428 |
|
|
2016
Q4 | $21K | Sell |
1,000
-1,650
| -62% | -$31K | ﹤0.01% | 1067 |
|
|
2016
Q3 | $47K | Hold |
2,650
| – | – | ﹤0.01% | 935 |
|
|
2016
Q2 | $36K | Hold |
2,650
| – | – | ﹤0.01% | 1018 |
|
|
2016
Q1 | $27K | Hold |
2,650
| – | – | ﹤0.01% | 1019 |
|
|
2015
Q4 | $37K | Sell |
2,650
-3,600
| -58% | -$57.5K | ﹤0.01% | 998 |
|
|
2015
Q3 | $93K | Hold |
6,250
| – | – | ﹤0.01% | 817 |
|
|
2015
Q2 | $117K | Hold |
6,250
| – | – | ﹤0.01% | 793 |
|
|
2015
Q1 | $169K | Sell |
6,250
-149
| -2% | -$4.45K | ﹤0.01% | 721 |
|
|
2014
Q4 | $224K | Buy |
6,399
+5,399
| +540% | +$179K | ﹤0.01% | 679 |
|
|
2014
Q3 | $34K | Sell |
1,000
-500
| -33% | -$16.2K | ﹤0.01% | 1033 |
|
|
2014
Q2 | $49K | Sell |
1,500
-500
| -25% | -$13.6K | ﹤0.01% | 969 |
|
|
2014
Q1 | $47K | Sell |
2,000
-75
| -4% | -$1.78K | ﹤0.01% | 969 |
|
|
2013
Q4 | $45K | Hold |
2,075
| – | – | ﹤0.01% | 963 |
|
|
2013
Q3 | $36K | Hold |
2,075
| – | – | ﹤0.01% | 990 |
|
|
2013
Q2 | $25K | Buy |
+2,075
| New | +$23K | ﹤0.01% | 1042 |
|
Other funds holding MU
VCM
VPM
First Manhattan's MU Position: Q1 2026 in Review
First Manhattan increased its Micron Technology (MU) stake by 14% in Q1 2026, buying an estimated $568K and bringing the position to 11,876 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #266.
First Manhattan first reported a position in MU in Q2 2013 and has held it in 48 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.
- First Manhattan held 11,876 shares of Micron Technology worth $4.01M as of Q1 2026.
- First Manhattan bought 1,451 Micron Technology shares in Q1 2026, an estimated $568K.
- Micron Technology made up 0.01% of First Manhattan's portfolio in Q1 2026, its #266 holding.
- First Manhattan first reported a position in Micron Technology in Q2 2013 and has held it in 48 quarters since.
- 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.