Kemnay Advisory Services’s Micron Technology MU Stock Holding History

Kemnay Advisory Services’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	$131K	Sell	387 -61	-14%	-$23.9K	0.02%	67
2025 Q4	$128K	Buy	+448	New	+$103K	0.02%	102
2023 Q1	–	Sell	-12,105	Closed	-$605K	–	25
2022 Q4	$605K	Hold	12,105	–	–	0.3%	22
2022 Q3	$606K	Sell	12,105 -68,828	-85%	-$3.99M	0.19%	34
2022 Q2	$4.47M	Hold	80,933	–	–	1.09%	29
2022 Q1	$6.3M	Sell	80,933 -51,327	-39%	-$4.38M	1.12%	25
2021 Q4	$12.3M	Hold	132,260	–	–	1.73%	23
2021 Q3	$9.39M	Hold	132,260	–	–	1.23%	25
2021 Q2	$11.2M	Sell	132,260 -10,660	-7%	-$900K	1.33%	23
2021 Q1	$12.6M	Buy	142,920 +10,660	+8%	+$904K	1.76%	21
2020 Q4	$9.94M	Sell	132,260 -29,239	-18%	-$1.76M	1.26%	24
2020 Q3	$7.58M	Sell	161,499 -20,114	-11%	-$974K	1.05%	25
2020 Q2	$9.36M	Hold	181,613	–	–	1.38%	25
2020 Q1	$7.64M	Hold	181,613	–	–	2.14%	15
2019 Q4	$9.77M	Hold	181,613	–	–	2.43%	14
2019 Q3	$7.78M	Hold	181,613	–	–	1.99%	17
2019 Q2	$7.01M	Hold	181,613	–	–	1.71%	17
2019 Q1	$7.51M	Buy	181,613 +66,570	+58%	+$2.57M	1.61%	17
2018 Q4	$3.65M	Sell	115,043 -19,043	-14%	-$722K	1.37%	17
2018 Q3	$6.07M	Buy	+134,086	New	+$6.76M	1.86%	14
2018 Q2	–	Sell	-24,364	Closed	-$1.27M	–	144
2018 Q1	$1.27M	Buy	+24,364	New	+$1.17M	0.55%	35
2014 Q4	–	Sell	-80,808	Closed	-$2.77M	–	47
2014 Q3	$2.77M	Buy	+80,808	New	+$2.62M	1.6%	19

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

Kemnay Advisory Services's MU Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Micron Technology (MU) stake by 14% in Q1 2026, selling an estimated $23.9K and leaving 387 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #67.

Kemnay Advisory Services first reported a position in MU in Q3 2014 and has held it in 22 quarters since. The position peaked at $12.6M in Q1 2021. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Kemnay Advisory Services held 387 shares of Micron Technology worth $131K as of Q1 2026.
Kemnay Advisory Services sold 61 Micron Technology shares in Q1 2026, an estimated $23.9K.
Micron Technology made up 0.02% of Kemnay Advisory Services's portfolio in Q1 2026, its #67 holding.
Kemnay Advisory Services first reported a position in Micron Technology in Q3 2014 and has held it in 22 quarters since.
Kemnay Advisory Services's Micron Technology position peaked at $12.6M in Q1 2021.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.