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 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 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

Kercheville Advisors's MU Position: Q1 2026 in Review

Kercheville Advisors increased its Micron Technology (MU) stake by 54% in Q1 2026, buying an estimated $1.71M and bringing the position to 12,355 shares worth $4.17M. The position accounts for 1.34% of the portfolio, ranked #23.

Kercheville Advisors first reported a position in MU in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.64M in Q2 2024. 2,991 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Kercheville Advisors held 12,355 shares of Micron Technology worth $4.17M as of Q1 2026.
Kercheville Advisors bought 4,355 Micron Technology shares in Q1 2026, an estimated $1.71M.
Micron Technology made up 1.34% of Kercheville Advisors's portfolio in Q1 2026, its #23 holding.
Kercheville Advisors first reported a position in Micron Technology in Q1 2024 and has held it in 8 quarters since.
Kercheville Advisors's Micron Technology position peaked at $4.64M in Q2 2024.
2,991 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.