JB Capital’s Micron Technology MU Stock Holding History

JB Capital’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	$10.9M	Sell	10,225 -1,418	-12%	-$1.35M	0.37%	43
2026 Q2	$13.4M	Sell	11,643 -13,016	-53%	-$9.8M	0.47%	38
2026 Q1	$8.33M	Sell	24,659 -1,509	-6%	-$591K	0.34%	42
2025 Q4	$7.47M	Sell	26,168 -1,449	-5%	-$332K	0.3%	42
2025 Q3	$4.62M	Sell	27,617 -7,755	-22%	-$992K	0.2%	56
2025 Q2	$4.36M	Buy	35,372 +518	+1%	+$48.4K	0.21%	53
2025 Q1	$3.03M	Buy	34,854 +1,865	+6%	+$179K	0.17%	74
2024 Q4	$2.78M	Buy	+32,989	New	+$3.36M	0.16%	79

Other funds holding MU

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

JB Capital's MU Position: Q3 2026 in Review

JB Capital reduced its Micron Technology (MU) stake by 12% in Q3 2026, selling an estimated $1.35M and leaving 10,225 shares worth $10.9M. The position accounts for 0.37% of the portfolio, ranked #43.

JB Capital first reported a position in MU in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q2 2026. 941 funds tracked by Wall St. Rank hold MU as of Q3 2026.

JB Capital held 10,225 shares of Micron Technology worth $10.9M as of Q3 2026.
JB Capital sold 1,418 Micron Technology shares in Q3 2026, an estimated $1.35M.
Micron Technology made up 0.37% of JB Capital's portfolio in Q3 2026, its #43 holding.
JB Capital first reported a position in Micron Technology in Q4 2024 and has held it in 8 quarters since.
JB Capital's Micron Technology position peaked at $13.4M in Q2 2026.
941 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.