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 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 $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

L.J. Altfest & Co's MU Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Micron Technology (MU) stake by 33% in Q1 2026, selling an estimated $1.13M and leaving 5,972 shares worth $2.02M. The position accounts for 0.22% of the portfolio, ranked #86.

L.J. Altfest & Co first reported a position in MU in Q2 2017 and has held it in 14 quarters since. The position peaked at $2.53M in Q4 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

L.J. Altfest & Co held 5,972 shares of Micron Technology worth $2.02M as of Q1 2026.
L.J. Altfest & Co sold 2,895 Micron Technology shares in Q1 2026, an estimated $1.13M.
Micron Technology made up 0.22% of L.J. Altfest & Co's portfolio in Q1 2026, its #86 holding.
L.J. Altfest & Co first reported a position in Micron Technology in Q2 2017 and has held it in 14 quarters since.
L.J. Altfest & Co's Micron Technology position peaked at $2.53M in Q4 2025.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.