L & S Advisors’s Micron Technology MU Stock Holding History

L & S 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	$4.52M	Sell	13,367 -25,390	-66%	-$9.95M	0.57%	57
2025 Q4	$11.1M	Sell	38,757 -15,392	-28%	-$3.53M	1.02%	21
2025 Q3	$9.06M	Buy	+54,149	New	+$6.93M	0.87%	32
2024 Q3	–	Sell	-56,145	Closed	-$7.38M	–	363
2024 Q2	$7.38M	Buy	56,145 +25,869	+85%	+$3.26M	0.84%	28
2024 Q1	$3.57M	Buy	+30,276	New	+$2.74M	0.4%	72
2022 Q1	–	Sell	-33,071	Closed	-$3.08M	–	312
2021 Q4	$3.08M	Buy	+33,071	New	+$2.58M	0.33%	87
2021 Q2	–	Sell	-55,359	Closed	-$4.88M	–	365
2021 Q1	$4.88M	Buy	55,359 +7,585	+16%	+$643K	0.55%	53
2020 Q4	$3.59M	Buy	+47,774	New	+$2.88M	0.42%	73
2020 Q2	–	Sell	-28,157	Closed	-$1.18M	–	314
2020 Q1	$1.18M	Buy	+28,157	New	+$1.46M	0.22%	104
2018 Q3	–	Sell	-15,409	Closed	-$808K	–	340
2018 Q2	$808K	Sell	15,409 -1,780	-10%	-$96.3K	0.14%	154
2018 Q1	$896K	Buy	17,189 +2,639	+18%	+$126K	0.17%	130
2017 Q4	$598K	Buy	+14,550	New	+$627K	0.09%	165

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 & S Advisors's MU Position: Q1 2026 in Review

L & S Advisors reduced its Micron Technology (MU) stake by 66% in Q1 2026, selling an estimated $9.95M and leaving 13,367 shares worth $4.52M. The position accounts for 0.57% of the portfolio, ranked #57.

L & S Advisors first reported a position in MU in Q4 2017 and has held it in 12 quarters since. The position peaked at $11.1M in Q4 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

L & S Advisors held 13,367 shares of Micron Technology worth $4.52M as of Q1 2026.
L & S Advisors sold 25,390 Micron Technology shares in Q1 2026, an estimated $9.95M.
Micron Technology made up 0.57% of L & S Advisors's portfolio in Q1 2026, its #57 holding.
L & S Advisors first reported a position in Micron Technology in Q4 2017 and has held it in 12 quarters since.
L & S Advisors's Micron Technology position peaked at $11.1M in Q4 2025.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.