Franchise GP’s Micron Technology MU Stock Holding History

Franchise GP’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	$15.4M	Buy	13,380 +5,070	+61%	+$3.8M	7.18%	7
2026 Q1	$2.81M	Buy	+8,310	New	+$3.26M	1.03%	13

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franchise GP's MU Position: Q2 2026 in Review

Franchise GP increased its Micron Technology (MU) stake by 61% in Q2 2026, buying an estimated $3.8M and bringing the position to 13,380 shares worth $15.4M. The position accounts for 7.18% of the portfolio, ranked #7.

Franchise GP first reported a position in MU in Q1 2026 and has held it in 2 quarters since. 3,355 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Franchise GP held 13,380 shares of Micron Technology worth $15.4M as of Q2 2026.
Franchise GP bought 5,070 Micron Technology shares in Q2 2026, an estimated $3.8M.
Micron Technology made up 7.18% of Franchise GP's portfolio in Q2 2026, its #7 holding.
Franchise GP first reported a position in Micron Technology in Q1 2026 and has held it in 2 quarters since.
3,355 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Franchise GP's 13F filing for Q2 2026, filed 22 Jul 2026.