Josh Resnick’s Micron Technology MU Stock Holding History

Josh Resnick’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	$539M	Buy	+466,943	New	+$350M	4.45%	7
2022 Q1	–	Sell	-2,310,250	Closed	-$215M	–	30
2021 Q4	$215M	Buy	+2,310,250	New	+$180M	7.89%	3
2021 Q2	–	Sell	-737,000	Closed	-$65M	–	62
2021 Q1	$65M	Sell	737,000 -857,000	-54%	-$72.7M	1.72%	28
2020 Q4	$120M	Buy	+1,594,000	New	+$96.1M	2.82%	10
2020 Q1	–	Sell	-1,200,023	Closed	-$64.5M	–	32
2019 Q4	$64.5M	Buy	1,200,023 +86,934	+8%	+$4.15M	3.5%	13
2019 Q3	$47.7M	Buy	+1,113,089	New	+$50.3M	2.72%	15
2019 Q2	–	Sell	-2,297,000	Closed	-$94.9M	–	33
2019 Q1	$94.9M	Buy	+2,297,000	New	+$88.7M	4.29%	10
2018 Q2	–	Sell	-931,288	Closed	-$48.6M	–	25
2018 Q1	$48.6M	Buy	+931,288	New	+$44.6M	2.66%	19
2016 Q4	–	Sell	-1,877,097	Closed	-$33.4M	–	41
2016 Q3	$33.4M	Buy	+1,877,097	New	+$28.6M	1.34%	22

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

Josh Resnick's MU Position: Q2 2026 in Review

Josh Resnick opened a new position in Micron Technology (MU) in Q2 2026: 466,943 shares worth $539M. The stake represents 4.45% of the portfolio and ranks #7 among its holdings. This is a return to the name: Josh Resnick previously reported a position in MU as recently as Q4 2021.

Josh Resnick first reported a position in MU in Q3 2016 and has held it in 9 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Josh Resnick held 466,943 shares of Micron Technology worth $539M as of Q2 2026.
Micron Technology was a new Josh Resnick position in Q2 2026.
Micron Technology made up 4.45% of Josh Resnick's portfolio in Q2 2026, its #7 holding.
Josh Resnick first reported a position in Micron Technology in Q3 2016 and has held it in 9 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Jericho Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.