Grand Alliance Asset Management’s Micron Technology MU Stock Holding History

Grand Alliance Asset Management’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	$19.6M	Sell	17,000 -4,000	-19%	-$3M	11.78%	3
2026 Q1	$7.09M	Sell	21,000 -102,000	-83%	-$40M	4.3%	9
2025 Q4	$35.1M	Sell	123,000 -5,000	-4%	-$1.15M	25.55%	1
2025 Q3	$21.4M	Buy	128,000 +68,000	+113%	+$8.7M	13.24%	4
2025 Q2	$7.39M	Sell	60,000 -92,000	-61%	-$8.59M	8.36%	5
2025 Q1	$13.2M	Buy	+152,000	New	+$14.6M	15.26%	2

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

Grand Alliance Asset Management's MU Position: Q2 2026 in Review

Grand Alliance Asset Management reduced its Micron Technology (MU) stake by 19% in Q2 2026, selling an estimated $3M and leaving 17,000 shares worth $19.6M. The position accounts for 11.78% of the portfolio, ranked #3.

Grand Alliance Asset Management first reported a position in MU in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.1M in Q4 2025. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Grand Alliance Asset Management held 17,000 shares of Micron Technology worth $19.6M as of Q2 2026.
Grand Alliance Asset Management sold 4,000 Micron Technology shares in Q2 2026, an estimated $3M.
Micron Technology made up 11.78% of Grand Alliance Asset Management's portfolio in Q2 2026, its #3 holding.
Grand Alliance Asset Management first reported a position in Micron Technology in Q1 2025 and has held it in 6 quarters since.
Grand Alliance Asset Management's Micron Technology position peaked at $35.1M in Q4 2025.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Grand Alliance Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.