JBF Capital’s Micron Technology MU Stock Holding History

JBF 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 Q1	$3.38M	Hold	10,000	–	–	0.5%	23
2025 Q4	$2.85M	Hold	10,000	–	–	0.41%	22
2025 Q3	$1.67M	Hold	10,000	–	–	0.24%	28
2025 Q2	$1.23M	Sell	10,000 -70,000	-88%	-$6.54M	0.2%	30
2025 Q1	$6.95M	Buy	80,000 +70,000	+700%	+$6.72M	1.34%	9
2024 Q4	$842K	Sell	10,000 -155,012	-94%	-$15.8M	0.14%	36
2024 Q3	$17.1M	Hold	165,012	–	–	2.55%	6
2024 Q2	$21.7M	Hold	165,012	–	–	3.36%	5
2024 Q1	$19.5M	Buy	165,012 +119,000	+259%	+$10.8M	3.18%	5
2023 Q4	$3.93M	Buy	46,012 +36,012	+360%	+$2.68M	0.77%	16
2023 Q3	$680K	Hold	10,000	–	–	0.15%	35
2023 Q2	$631K	Hold	10,000	–	–	0.13%	33
2023 Q1	$603K	Hold	10,000	–	–	0.14%	36
2022 Q4	$500K	Hold	10,000	–	–	0.12%	30
2022 Q3	$501K	Hold	10,000	–	–	0.13%	31
2022 Q2	$553K	Buy	+10,000	New	+$679K	0.14%	32

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JBF Capital's MU Position: Q1 2026 in Review

JBF Capital held its Micron Technology (MU) position steady in Q1 2026 at 10,000 shares worth $3.38M. The position accounts for 0.5% of the portfolio, ranked #23.

JBF Capital first reported a position in MU in Q2 2022 and has held it in 16 quarters since. The position peaked at $21.7M in Q2 2024. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

JBF Capital held 10,000 shares of Micron Technology worth $3.38M as of Q1 2026.
JBF Capital left its Micron Technology share count unchanged in Q1 2026.
Micron Technology made up 0.5% of JBF Capital's portfolio in Q1 2026, its #23 holding.
JBF Capital first reported a position in Micron Technology in Q2 2022 and has held it in 16 quarters since.
JBF Capital's Micron Technology position peaked at $21.7M in Q2 2024.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on JBF Capital's 13F filing for Q1 2026, filed 8 May 2026.