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KG&L Capital Management’s Micron Technology MU Stock Holding History

KG&L Capital Management’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 		$1.02M Buy
+887
New +$665K 0.61% 51
2026
Q1 		– Sell
-5,509
Closed -$1.57M – 177
2025
Q4 		$1.57M Sell
5,509
-1,341
-20% -$308K 0.39% 54
2025
Q3 		$1.15M Buy
6,850
+398
+6% +$50.9K 0.31% 72
2025
Q2 		$795K Sell
6,452
-5,185
-45% -$484K 0.23% 89
2025
Q1 		$1.01M Sell
11,637
-320
-3% -$30.7K 0.33% 68
2024
Q4 		$1.01M Buy
11,957
+596
+5% +$60.6K 0.32% 69
2024
Q3 		$1.18M Buy
+11,361
New +$1.19M 0.38% 63
2023
Q4 		– Sell
-17,144
Closed -$1.17M – 178
2023
Q3 		$1.17M Buy
+17,144
New +$1.15M 0.56% 40
2023
Q2 		– Sell
-4,054
Closed -$245K – 159
2023
Q1 		$245K Sell
4,054
-950
-19% -$55.7K 0.13% 110
2022
Q4 		$250K Sell
5,004
-3,450
-41% -$189K 0.14% 112
2022
Q3 		$424K Buy
8,454
+655
+8% +$38K 0.24% 85
2022
Q2 		$431K Sell
7,799
-4,922
-39% -$334K 0.23% 83
2022
Q1 		$991K Sell
12,721
-1,814
-12% -$155K 0.41% 63
2021
Q4 		$1.35M Sell
14,535
-5,300
-27% -$414K 0.55% 53
2021
Q3 		$1.41M Buy
19,835
+12,344
+165% +$927K 0.62% 45
2021
Q2 		$637K Buy
+7,491
New +$632K 0.29% 79
2020
Q4 		– Sell
-4,335
Closed -$203K – 149
2020
Q3 		$203K Buy
+4,335
New +$210K 0.13% 125

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

KG&L Capital Management's MU Position: Q2 2026 in Review

KG&L Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 887 shares worth $1.02M. The stake represents 0.61% of the portfolio and ranks #51 among its holdings. This is a return to the name: KG&L Capital Management previously reported a position in MU as recently as Q4 2025.

KG&L Capital Management first reported a position in MU in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.57M in Q4 2025. 3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • KG&L Capital Management held 887 shares of Micron Technology worth $1.02M as of Q2 2026.
  • Micron Technology was a new KG&L Capital Management position in Q2 2026.
  • Micron Technology made up 0.61% of KG&L Capital Management's portfolio in Q2 2026, its #51 holding.
  • KG&L Capital Management first reported a position in Micron Technology in Q3 2020 and has held it in 17 quarters since.
  • KG&L Capital Management's Micron Technology position peaked at $1.57M in Q4 2025.
  • 3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.