G&S Capital’s Micron Technology MU Stock Holding History

G&S Capital’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	$3.73M	Sell	3,234 -4,094	-56%	-$3.07M	1.08%	28
2026 Q1	$2.48M	Buy	7,328 +1,538	+27%	+$602K	0.87%	46
2025 Q4	$1.65M	Sell	5,790 -4,122	-42%	-$946K	0.58%	57
2025 Q3	$1.66M	Buy	+9,912	New	+$1.27M	0.61%	51
2018 Q1	–	Sell	-8,899	Closed	-$366K	–	208
2017 Q4	$366K	Buy	+8,899	New	+$383K	0.27%	64

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

G&S Capital's MU Position: Q2 2026 in Review

G&S Capital reduced its Micron Technology (MU) stake by 56% in Q2 2026, selling an estimated $3.07M and leaving 3,234 shares worth $3.73M. The position accounts for 1.08% of the portfolio, ranked #28.

G&S Capital first reported a position in MU in Q4 2017 and has held it in 5 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

G&S Capital held 3,234 shares of Micron Technology worth $3.73M as of Q2 2026.
G&S Capital sold 4,094 Micron Technology shares in Q2 2026, an estimated $3.07M.
Micron Technology made up 1.08% of G&S Capital's portfolio in Q2 2026, its #28 holding.
G&S Capital first reported a position in Micron Technology in Q4 2017 and has held it in 5 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.