Islay Capital Management’s Micron Technology MU Stock Holding History

Islay Capital 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	$2.31K	Sell	2 -348	-99%	-$261K	﹤0.01%	201
2026 Q1	$118K	Hold	350	–	–	0.06%	105
2025 Q4	$99.9K	Hold	350	–	–	0.06%	101
2025 Q3	$58.6K	Hold	350	–	–	0.03%	129
2025 Q2	$43.1K	Hold	350	–	–	0.03%	126
2025 Q1	$30.4K	Hold	350	–	–	0.02%	129
2024 Q4	$29.5K	Hold	350	–	–	0.02%	139
2024 Q3	$36.3K	Hold	350	–	–	0.02%	132
2024 Q2	$46K	Hold	350	–	–	0.03%	130
2024 Q1	$41.3K	Hold	350	–	–	0.03%	133
2023 Q4	$29.9K	Hold	350	–	–	0.02%	153
2023 Q3	$23.8K	Hold	350	–	–	0.02%	154
2023 Q2	$22.1K	Hold	350	–	–	0.02%	160
2023 Q1	$21.1K	Hold	350	–	–	0.02%	160
2022 Q4	$17.5K	Hold	350	–	–	0.02%	172
2022 Q3	$18K	Hold	350	–	–	0.02%	189
2022 Q2	$19K	Hold	350	–	–	0.02%	213
2022 Q1	$27K	Hold	350	–	–	0.02%	209
2021 Q4	$33K	Hold	350	–	–	0.03%	202
2021 Q3	$25K	Hold	350	–	–	0.02%	225
2021 Q2	$30K	Hold	350	–	–	0.02%	216
2021 Q1	$31K	Hold	350	–	–	0.03%	195
2020 Q4	$26K	Hold	350	–	–	0.02%	202
2020 Q3	$16K	Buy	+350	New	+$16.9K	0.02%	219
2020 Q1	–	Sell	-656	Closed	-$35K	–	278
2019 Q4	$35K	Buy	+656	New	+$31.3K	0.03%	176

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

Islay Capital Management's MU Position: Q2 2026 in Review

Islay Capital Management reduced its Micron Technology (MU) stake by 99% in Q2 2026, selling an estimated $261K and leaving 2 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Islay Capital Management first reported a position in MU in Q4 2019 and has held it in 25 quarters since. The position peaked at $118K in Q1 2026. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Islay Capital Management held 2 shares of Micron Technology worth $2.31K as of Q2 2026.
Islay Capital Management sold 348 Micron Technology shares in Q2 2026, an estimated $261K.
Micron Technology made up ﹤0.01% of Islay Capital Management's portfolio in Q2 2026, its #201 holding.
Islay Capital Management first reported a position in Micron Technology in Q4 2019 and has held it in 25 quarters since.
Islay Capital Management's Micron Technology position peaked at $118K in Q1 2026.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Islay Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.