GFS Advisors’s Micron Technology MU Stock Holding History

GFS Advisors’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	$28.3M	Sell	3,231 -2,289	-41%	-$1.72M	2.99%	6
2026 Q1	$1.86M	Sell	5,520 -1,470	-21%	-$576K	0.24%	69
2025 Q4	$2M	Buy	+6,990	New	+$1.6M	0.24%	73
2022 Q4	–	Sell	-8,000	Closed	-$401K	–	140
2022 Q3	$401K	Sell	8,000 -7,000	-47%	-$406K	0.1%	104
2022 Q2	$829K	Buy	15,000 +4,000	+36%	+$272K	0.19%	80
2022 Q1	$857K	Sell	11,000 -3,000	-21%	-$256K	0.18%	89
2021 Q4	$1.3M	Buy	14,000 +1,000	+8%	+$78.1K	0.22%	80
2021 Q3	$923K	Hold	13,000	–	–	0.2%	90
2021 Q2	$1.1M	Buy	13,000 +6,000	+86%	+$506K	0.25%	75
2021 Q1	$617K	Sell	7,000 -5,000	-42%	-$424K	0.14%	89
2020 Q4	$902K	Hold	12,000	–	–	0.24%	73
2020 Q3	$564K	Hold	12,000	–	–	0.17%	78
2020 Q2	$618K	Hold	12,000	–	–	0.19%	75
2020 Q1	$505K	Sell	12,000 -150	-1%	-$7.8K	0.16%	79
2019 Q4	$653K	Buy	12,150 +150	+1%	+$7.16K	0.17%	80
2019 Q3	$514K	Hold	12,000	–	–	0.14%	84
2019 Q2	$463K	Buy	12,000 +4,000	+50%	+$152K	0.13%	91
2019 Q1	$331K	Hold	8,000	–	–	0.1%	96
2018 Q4	$254K	Buy	+8,000	New	+$303K	0.07%	104
2016 Q3	–	Sell	-36,500	Closed	-$502K	–	143
2016 Q2	$502K	Hold	36,500	–	–	0.12%	102
2016 Q1	$382K	Hold	36,500	–	–	0.1%	108
2015 Q4	$517K	Hold	36,500	–	–	0.15%	103
2015 Q3	$547K	Hold	36,500	–	–	0.19%	94
2015 Q2	$688K	Buy	+36,500	New	+$973K	0.23%	84

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

GFS Advisors's MU Position: Q2 2026 in Review

GFS Advisors reduced its Micron Technology (MU) stake by 41% in Q2 2026, selling an estimated $1.72M and leaving 3,231 shares worth $28.3M. The position accounts for 2.99% of the portfolio, ranked #6.

GFS Advisors first reported a position in MU in Q2 2015 and has held it in 24 quarters since. 3,884 funds tracked by Wall St. Rank hold MU as of Q2 2026.

GFS Advisors held 3,231 shares of Micron Technology worth $28.3M as of Q2 2026.
GFS Advisors sold 2,289 Micron Technology shares in Q2 2026, an estimated $1.72M.
Micron Technology made up 2.99% of GFS Advisors's portfolio in Q2 2026, its #6 holding.
GFS Advisors first reported a position in Micron Technology in Q2 2015 and has held it in 24 quarters since.
3,884 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.