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L2 Asset Management’s Micron Technology MU Stock Holding History

L2 Asset 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 		$7.74M Buy
6,705
+55
+0.8% +$41.2K 0.8% 41
2026
Q1 		$2.25M Buy
6,650
+984
+17% +$385K 0.21% 95
2025
Q4 		$1.62M Buy
5,666
+415
+8% +$95.2K 0.22% 92
2025
Q3 		$879K Buy
5,251
+262
+5% +$33.5K 0.13% 144
2025
Q2 		$615K Buy
4,989
+205
+4% +$19.1K 0.1% 173
2025
Q1 		$416K Buy
4,784
+501
+12% +$48.1K 0.08% 175
2024
Q4 		$360K Sell
4,283
-42
-1% -$4.27K 0.08% 160
2024
Q3 		$449K Buy
4,325
+146
+3% +$15.3K 0.12% 123
2024
Q2 		$550K Buy
4,179
+398
+11% +$50.2K 0.17% 105
2024
Q1 		$446K Buy
3,781
+141
+4% +$12.8K 0.15% 109
2023
Q4 		$311K Sell
3,640
-22,804
-86% -$1.69M 0.13% 127
2023
Q3 		$334K Buy
26,444
+21,979
+492% +$1.47M 0.16% 115
2023
Q2 		$325K Sell
4,465
-900
-17% -$57.9K 0.16% 110
2023
Q1 		$324K Sell
5,365
-10,091
-65% -$591K 0.18% 108
2022
Q4 		$772K Sell
15,456
-5,340
-26% -$292K 0.48% 64
2022
Q3 		$1.04M Buy
20,796
+11,319
+119% +$657K 0.72% 47
2022
Q2 		$524K Buy
+9,477
New +$644K 0.38% 74
2022
Q1 		– Sell
-6,459
Closed -$602K – 146
2021
Q4 		$602K Buy
+6,459
New +$504K 0.42% 66
2021
Q3 		– Sell
-5,645
Closed -$480K – 83
2021
Q2 		$480K Sell
5,645
-290
-5% -$24.5K 0.45% 67
2021
Q1 		$524K Sell
5,935
-1,010
-15% -$85.7K 0.54% 58
2020
Q4 		$522K Sell
6,945
-1,229
-15% -$74.1K 0.36% 64
2020
Q3 		$384K Buy
8,174
+342
+4% +$16.6K 0.31% 65
2020
Q2 		$404K Buy
7,832
+845
+12% +$39.8K 0.37% 54
2020
Q1 		$294K Buy
6,987
+533
+8% +$27.7K 0.33% 61
2019
Q4 		$347K Buy
+6,454
New +$308K 0.3% 64

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

L2 Asset Management's MU Position: Q2 2026 in Review

L2 Asset Management increased its Micron Technology (MU) stake by 0.83% in Q2 2026, buying an estimated $41.2K and bringing the position to 6,705 shares worth $7.74M. The position accounts for 0.8% of the portfolio, ranked #41.

L2 Asset Management first reported a position in MU in Q4 2019 and has held it in 25 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • L2 Asset Management held 6,705 shares of Micron Technology worth $7.74M as of Q2 2026.
  • L2 Asset Management bought 55 Micron Technology shares in Q2 2026, an estimated $41.2K.
  • Micron Technology made up 0.8% of L2 Asset Management's portfolio in Q2 2026, its #41 holding.
  • L2 Asset Management first reported a position in Micron Technology in Q4 2019 and has held it in 25 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.