L.J. Altfest & Co’s Micron Technology MU Stock Holding History

L.J. Altfest & Co’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	$7.47M	Buy	6,470 +498	+8%	+$373K	0.72%	35
2026 Q1	$2.02M	Sell	5,972 -2,895	-33%	-$1.13M	0.22%	86
2025 Q4	$2.53M	Buy	8,867 +3,684	+71%	+$845K	0.28%	70
2025 Q3	$867K	Sell	5,183 -7,410	-59%	-$948K	0.1%	144
2025 Q2	$1.55M	Buy	12,593 +4,572	+57%	+$427K	0.18%	92
2025 Q1	$697K	Buy	+8,021	New	+$770K	0.09%	163
2024 Q3	–	Sell	-2,847	Closed	-$374K	–	356
2024 Q2	$374K	Sell	2,847 -3,207	-53%	-$404K	0.05%	229
2024 Q1	$714K	Sell	6,054 -107	-2%	-$9.69K	0.1%	147
2023 Q4	$526K	Sell	6,161 -2,407	-28%	-$179K	0.08%	174
2023 Q3	$583K	Buy	8,568 +35	+0.4%	+$2.34K	0.09%	156
2023 Q2	$539K	Sell	8,533 -205	-2%	-$13.2K	0.08%	172
2023 Q1	$527K	Buy	+8,738	New	+$512K	0.08%	162
2021 Q4	–	Sell	-3,947	Closed	-$280K	–	259
2021 Q3	$280K	Buy	+3,947	New	+$296K	0.06%	216
2020 Q4	–	Sell	-6,164	Closed	-$289K	–	277
2020 Q3	$289K	Buy	+6,164	New	+$298K	0.08%	173
2017 Q3	–	Sell	-33,142	Closed	-$990K	–	145
2017 Q2	$990K	Buy	+33,142	New	+$970K	0.6%	50

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

L.J. Altfest & Co's MU Position: Q2 2026 in Review

L.J. Altfest & Co increased its Micron Technology (MU) stake by 8.3% in Q2 2026, buying an estimated $373K and bringing the position to 6,470 shares worth $7.47M. The position accounts for 0.72% of the portfolio, ranked #35.

L.J. Altfest & Co first reported a position in MU in Q2 2017 and has held it in 15 quarters since. 3,903 funds tracked by Wall St. Rank hold MU as of Q2 2026.

L.J. Altfest & Co held 6,470 shares of Micron Technology worth $7.47M as of Q2 2026.
L.J. Altfest & Co bought 498 Micron Technology shares in Q2 2026, an estimated $373K.
Micron Technology made up 0.72% of L.J. Altfest & Co's portfolio in Q2 2026, its #35 holding.
L.J. Altfest & Co first reported a position in Micron Technology in Q2 2017 and has held it in 15 quarters since.
3,903 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.