Jacobs Levy Equity Management’s Micron Technology MU Stock Holding History

Jacobs Levy Equity 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	$757M	Buy	655,543 +107,133	+20%	+$80.3M	2.72%	4
2026 Q1	$185M	Buy	548,410 +546,042	+23,059%	+$214M	0.78%	23
2025 Q4	$676K	Buy	2,368 +1,035	+78%	+$237K	﹤0.01%	753
2025 Q3	$223K	Buy	+1,333	New	+$171K	﹤0.01%	907
2023 Q2	–	Sell	-766,922	Closed	-$46.3M	–	1043
2023 Q1	$46.3M	Sell	766,922 -127,674	-14%	-$7.48M	0.28%	90
2022 Q4	$44.7M	Sell	894,596 -276,194	-24%	-$15.1M	0.3%	98
2022 Q3	$58.7M	Buy	1,170,790 +214,466	+22%	+$12.4M	0.46%	47
2022 Q2	$52.9M	Buy	956,324 +179,354	+23%	+$12.2M	0.41%	51
2022 Q1	$60.5M	Buy	776,970 +96,041	+14%	+$8.19M	0.41%	57
2021 Q4	$63.4M	Buy	680,929 +54,343	+9%	+$4.24M	0.42%	57
2021 Q3	$44.5M	Buy	+626,586	New	+$47.1M	0.3%	84
2021 Q2	–	Sell	-191,615	Closed	-$16.9M	–	1088
2021 Q1	$16.9M	Sell	191,615 -978,457	-84%	-$83M	0.13%	199
2020 Q4	$88M	Sell	1,170,072 -5,788	-0.5%	-$349K	0.77%	15
2020 Q3	$55.2M	Buy	1,175,860 +89,449	+8%	+$4.33M	0.57%	34
2020 Q2	$56M	Sell	1,086,411 -213,161	-16%	-$10.1M	0.61%	30
2020 Q1	$54.7M	Buy	1,299,572 +150,434	+13%	+$7.82M	0.7%	24
2019 Q4	$61.8M	Buy	1,149,138 +963,618	+519%	+$46M	0.61%	32
2019 Q3	$7.95M	Buy	185,520 +169,721	+1,074%	+$7.67M	0.1%	251
2019 Q2	$610K	Sell	15,799 -76,041	-83%	-$2.9M	0.01%	714
2019 Q1	$3.8M	Sell	91,840 -12,930	-12%	-$500K	0.05%	381
2018 Q4	$3.32M	Sell	104,770 -1,610	-2%	-$61K	0.06%	346
2018 Q3	$4.81M	Buy	+106,380	New	+$5.37M	0.07%	328
2018 Q2	–	Sell	-72,380	Closed	-$3.77M	–	1069
2018 Q1	$3.77M	Sell	72,380 -120,010	-62%	-$5.74M	0.06%	339
2017 Q4	$7.91M	Buy	192,390 +159,430	+484%	+$6.87M	0.14%	207
2017 Q3	$1.3M	Buy	+32,960	New	+$1.04M	0.03%	536

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

Jacobs Levy Equity Management's MU Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Micron Technology (MU) stake by 20% in Q2 2026, buying an estimated $80.3M and bringing the position to 655,543 shares worth $757M. The position accounts for 2.72% of the portfolio, ranked #4.

Jacobs Levy Equity Management first reported a position in MU in Q3 2017 and has held it in 25 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Jacobs Levy Equity Management held 655,543 shares of Micron Technology worth $757M as of Q2 2026.
Jacobs Levy Equity Management bought 107,133 Micron Technology shares in Q2 2026, an estimated $80.3M.
Micron Technology made up 2.72% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #4 holding.
Jacobs Levy Equity Management first reported a position in Micron Technology in Q3 2017 and has held it in 25 quarters since.
3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.