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Kercheville Advisors’s Micron Technology MU Stock Holding History

Kercheville Advisors’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 		$6.92M Sell
5,998
-6,357
-51% -$4.77M 2.11% 17
2026
Q1 		$4.17M Buy
12,355
+4,355
+54% +$1.71M 1.34% 23
2025
Q4 		$3.18M Buy
+8,000
New +$1.84M 0.83% 35
2025
Q3 		– Sell
-17,301
Closed -$2.13M – 116
2025
Q2 		$2.13M Buy
17,301
+5,926
+52% +$554K 0.74% 32
2025
Q1 		$988K Sell
11,375
-9,800
-46% -$941K 0.4% 45
2024
Q4 		$1.78M Sell
21,175
-13,300
-39% -$1.35M 0.69% 29
2024
Q3 		$3.58M Sell
34,475
-800
-2% -$83.7K 1.51% 21
2024
Q2 		$4.64M Buy
35,275
+17,675
+100% +$2.23M 2.01% 19
2024
Q1 		$2.07M Buy
+17,600
New +$1.59M 0.98% 27

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kercheville Advisors's MU Position: Q2 2026 in Review

Kercheville Advisors reduced its Micron Technology (MU) stake by 51% in Q2 2026, selling an estimated $4.77M and leaving 5,998 shares worth $6.92M. The position accounts for 2.11% of the portfolio, ranked #17.

Kercheville Advisors first reported a position in MU in Q1 2024 and has held it in 9 quarters since. 3,902 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Kercheville Advisors held 5,998 shares of Micron Technology worth $6.92M as of Q2 2026.
  • Kercheville Advisors sold 6,357 Micron Technology shares in Q2 2026, an estimated $4.77M.
  • Micron Technology made up 2.11% of Kercheville Advisors's portfolio in Q2 2026, its #17 holding.
  • Kercheville Advisors first reported a position in Micron Technology in Q1 2024 and has held it in 9 quarters since.
  • 3,902 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.