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Fund 1 Investments’s Micron Technology MU Stock Holding History

Fund 1 Investments’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
2025
Q4 		– Sell
-200,000
Closed -$33.5M – 62
2025
Q3 		$33.5M Buy
200,000
+180,000
+900% +$23M 3.72% 9
2025
Q2 		$2.46M Buy
+20,000
New +$1.87M 0.2% 45

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

Fund 1 Investments's MU Position: Q1 2026 in Review

Fund 1 Investments reduced its Micron Technology (MU) stake by 89% in Q1 2026, selling an estimated $15.3M and leaving 5,000 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #47.

Fund 1 Investments first reported a position in MU in Q2 2025 and has held it in 4 quarters since. The position peaked at $20.5M in Q2 2025. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Fund 1 Investments held 5,000 shares of Micron Technology worth $1.69M as of Q1 2026.
  • Fund 1 Investments sold 39,000 Micron Technology shares in Q1 2026, an estimated $15.3M.
  • Micron Technology made up 0.19% of Fund 1 Investments's portfolio in Q1 2026, its #47 holding.
  • Fund 1 Investments first reported a position in Micron Technology in Q2 2025 and has held it in 4 quarters since.
  • Fund 1 Investments's Micron Technology position peaked at $20.5M in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Fund 1 Investments's 13F filing for Q1 2026, filed 15 May 2026.