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	$676K	Sell	2,000 -18,000	-90%	-$7.05M	﹤0.01%	1080
2025 Q4	$5.71M	Sell	20,000 -62,100	-76%	-$14.2M	0.03%	459
2025 Q3	$13.7M	Buy	+82,100	New	+$10.5M	0.06%	186
2024 Q3	–	Sell	-3,700	Closed	-$487K	–	1654
2024 Q2	$487K	Sell	3,700 -155,700	-98%	-$19.6M	0.01%	980
2024 Q1	$18.8M	Sell	159,400 -35,000	-18%	-$3.17M	0.17%	95
2023 Q4	$16.6M	Sell	194,400 -216,400	-53%	-$16.1M	0.11%	134
2023 Q3	$27.9M	Buy	410,800 +385,800	+1,543%	+$25.8M	0.25%	57
2023 Q2	$1.58M	Sell	25,000 -508,200	-95%	-$32.7M	0.01%	747
2023 Q1	$32.2M	Sell	533,200 -187,000	-26%	-$11M	0.26%	66
2022 Q4	$36M	Buy	+720,200	New	+$39.4M	0.25%	65

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.