Jefferies Financial Group’s Micron Technology MU Stock Holding History

Jefferies Financial Group’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	–	Sell	-20,000	Closed	-$5.71M	–	2054
2025 Q4	$5.71M	Buy	20,000 +10,000	+100%	+$2.29M	0.03%	458
2025 Q3	$1.67M	Buy	+10,000	New	+$1.28M	0.01%	706
2024 Q4	–	Sell	-17,500	Closed	-$1.81M	–	1742
2024 Q3	$1.81M	Buy	17,500 +2,800	+19%	+$293K	0.01%	623
2024 Q2	$1.93M	Sell	14,700 -717,700	-98%	-$90.4M	0.02%	553
2024 Q1	$86.3M	Sell	732,400 -195,400	-21%	-$17.7M	0.8%	18
2023 Q4	$79.2M	Buy	927,800 +495,700	+115%	+$36.8M	0.52%	25
2023 Q3	$29.4M	Buy	432,100 +332,100	+332%	+$22.2M	0.26%	55
2023 Q2	$6.31M	Buy	100,000 +49,400	+98%	+$3.18M	0.06%	300
2023 Q1	$3.05M	Sell	50,600 -59,900	-54%	-$3.51M	0.02%	523
2022 Q4	$5.52M	Buy	+110,500	New	+$6.05M	0.04%	384

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

Jefferies Financial Group's MU Position: Q1 2026 in Review

Jefferies Financial Group reduced its Micron Technology (MU) stake by 90% in Q1 2026, selling an estimated $146M and leaving 40,249 shares worth $13.6M. The position accounts for 0.09% of the portfolio, ranked #177.

Jefferies Financial Group first reported a position in MU in Q4 2022 and has held it in 12 quarters since. The position peaked at $118M in Q4 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Jefferies Financial Group held 40,249 shares of Micron Technology worth $13.6M as of Q1 2026.
Jefferies Financial Group sold 372,220 Micron Technology shares in Q1 2026, an estimated $146M.
Micron Technology made up 0.09% of Jefferies Financial Group's portfolio in Q1 2026, its #177 holding.
Jefferies Financial Group first reported a position in Micron Technology in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's Micron Technology position peaked at $118M in Q4 2025.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.