Herald Investment Management’s Micron Technology MU Stock Holding History

Herald Investment 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 Q3	–	Sell	-18,100	Closed	-$20.8M	–	54
2026 Q2	$20.8M	Sell	18,100 -3,400	-16%	-$2.55M	2.83%	8
2026 Q1	$7.26M	Sell	21,500 -12,000	-36%	-$4.7M	1.01%	28
2025 Q4	$9.56M	Sell	33,500 -2,500	-7%	-$574K	1.25%	24
2025 Q3	$6.02M	Hold	36,000	–	–	0.8%	31
2025 Q2	$4.43M	Hold	36,000	–	–	0.66%	39
2025 Q1	$3.13M	Hold	36,000	–	–	0.59%	47
2024 Q4	$3.03M	Hold	36,000	–	–	0.5%	54
2024 Q3	$3.73M	Hold	36,000	–	–	0.64%	42
2024 Q2	$4.73M	Hold	36,000	–	–	0.78%	36
2024 Q1	$4.24M	Hold	36,000	–	–	0.69%	39
2023 Q4	$3.07M	Hold	36,000	–	–	0.59%	44
2023 Q3	$2.45M	Hold	36,000	–	–	0.52%	53
2023 Q2	$2.27M	Hold	36,000	–	–	0.44%	58
2023 Q1	$2.17M	Buy	36,000 +11,000	+44%	+$645K	0.48%	57
2022 Q4	$1.25M	Hold	25,000	–	–	0.31%	75
2022 Q3	$1.25M	Hold	25,000	–	–	0.31%	80
2022 Q2	$1.38M	Hold	25,000	–	–	0.32%	82
2022 Q1	$1.95M	Hold	25,000	–	–	0.35%	75
2021 Q4	$2.33M	Hold	25,000	–	–	0.38%	77
2021 Q3	$1.77M	Hold	25,000	–	–	0.29%	78
2021 Q2	$2.12M	Hold	25,000	–	–	0.35%	73
2021 Q1	$2.21M	Hold	25,000	–	–	0.38%	72
2020 Q4	$1.8M	Hold	25,000	–	–	0.32%	73
2020 Q3	$1.17M	Hold	25,000	–	–	0.25%	78
2020 Q2	$1.29M	Hold	25,000	–	–	0.3%	72
2020 Q1	$1.05M	Hold	25,000	–	–	0.32%	68
2019 Q4	$1.34M	Hold	25,000	–	–	0.34%	65
2019 Q3	$1.07M	Hold	25,000	–	–	0.32%	65
2019 Q2	$964K	Hold	25,000	–	–	0.27%	72
2019 Q1	$1.03M	Hold	25,000	–	–	0.26%	70
2018 Q4	$793K	Hold	25,000	–	–	0.25%	71
2018 Q3	$1.13M	Hold	25,000	–	–	0.29%	65
2018 Q2	$1.31M	Hold	25,000	–	–	0.37%	60
2018 Q1	$1.3M	Hold	25,000	–	–	0.39%	58
2017 Q4	$1.03M	Hold	25,000	–	–	0.32%	62
2017 Q3	$983K	Hold	25,000	–	–	0.32%	63
2017 Q2	$746K	Sell	25,000 -6,000	-19%	-$176K	0.26%	70
2017 Q1	$895K	Hold	31,000	–	–	0.33%	65
2016 Q4	$679K	Sell	31,000 -12,000	-28%	-$225K	0.29%	63
2016 Q3	$763K	Hold	43,000	–	–	0.28%	67
2016 Q2	$590K	Hold	43,000	–	–	0.25%	71
2016 Q1	$449K	Hold	43,000	–	–	0.19%	75
2015 Q4	$608K	Hold	43,000	–	–	0.25%	68
2015 Q3	$643K	Buy	+43,000	New	+$739K	0.29%	66
2015 Q1	$1.15M	Hold	43,000	–	–	0.41%	53
2014 Q4	$1.5M	Hold	43,000	–	–	0.58%	47
2014 Q3	$1.42M	Hold	43,000	–	–	0.57%	49
2014 Q2	$1.42M	Hold	43,000	–	–	0.56%	49
2014 Q1	$942K	Hold	43,000	–	–	0.37%	55
2013 Q4	$936K	Hold	43,000	–	–	0.37%	53
2013 Q3	$751K	Buy	43,000 +17,000	+65%	+$247K	0.33%	57
2013 Q2	$373K	Buy	+26,000	New	+$288K	0.17%	71

Other funds holding MU

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PBBUPS

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Herald Investment Management's MU Position: Q3 2026 in Review

Herald Investment Management sold out of Micron Technology (MU) in Q3 2026, closing a stake of 18,100 shares — an estimated $20.8M sold.

Herald Investment Management first reported a position in MU in Q2 2013 and held it in 52 quarters. The position peaked at $20.8M in Q2 2026. 203 funds tracked by Wall St. Rank hold MU as of Q3 2026.

Herald Investment Management reported no remaining Micron Technology position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 18,100 Micron Technology shares in Q3 2026, an estimated $20.8M.
Herald Investment Management first reported a position in Micron Technology in Q2 2013 and held it in 52 quarters.
Herald Investment Management's Micron Technology position peaked at $20.8M in Q2 2026.
203 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.