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LBP AM’s Micron Technology MU Stock Holding History

LBP AM’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 		$54.1M Buy
160,121
+69,948
+78% +$27.4M 0.74% 24
2025
Q4 		$25.7M Buy
90,173
+73,186
+431% +$16.8M 0.3% 69
2025
Q3 		$2.84M Sell
16,987
-286
-2% -$36.6K 0.03% 265
2025
Q2 		$2.13M Sell
17,273
-41,947
-71% -$3.92M 0.03% 270
2025
Q1 		$5.15M Sell
59,220
-47,667
-45% -$4.58M 0.08% 195
2024
Q4 		$9M Buy
106,887
+46,696
+78% +$4.75M 0.12% 145
2024
Q3 		$6.24M Buy
60,191
+45,233
+302% +$4.73M 0.09% 167
2024
Q2 		$1.97M Sell
14,958
-12
-0.1% -$1.51K 0.08% 163
2024
Q1 		$1.76M Sell
14,970
-104,191
-87% -$9.43M 0.07% 184
2023
Q4 		$10.2M Sell
119,161
-40,637
-25% -$3.02M 0.22% 111
2023
Q3 		$10.9M Sell
159,798
-10,338
-6% -$692K 0.24% 107
2023
Q2 		$10.7M Sell
170,136
-11,097
-6% -$713K 0.25% 93
2023
Q1 		$10.9M Sell
181,233
-236,782
-57% -$13.9M 0.28% 87
2022
Q4 		$20.9M Buy
+418,015
New +$22.9M 0.6% 53

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBP AM's MU Position: Q1 2026 in Review

LBP AM increased its Micron Technology (MU) stake by 78% in Q1 2026, buying an estimated $27.4M and bringing the position to 160,121 shares worth $54.1M. The position accounts for 0.74% of the portfolio, ranked #24.

LBP AM first reported a position in MU in Q4 2022 and has held it in 14 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • LBP AM held 160,121 shares of Micron Technology worth $54.1M as of Q1 2026.
  • LBP AM bought 69,948 Micron Technology shares in Q1 2026, an estimated $27.4M.
  • Micron Technology made up 0.74% of LBP AM's portfolio in Q1 2026, its #24 holding.
  • LBP AM first reported a position in Micron Technology in Q4 2022 and has held it in 14 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.