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LECAP Asset Management’s Micron Technology MU Stock Holding History

LECAP 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 		– Sell
-4,845
Closed -$1.64M – 344
2026
Q1 		$1.64M Sell
4,845
-1,036
-18% -$406K 0.62% 43
2025
Q4 		$1.68M Sell
5,881
-7,099
-55% -$1.63M 0.67% 45
2025
Q3 		$2.17M Sell
12,980
-1,058
-8% -$135K 0.75% 30
2025
Q2 		$1.73M Buy
+14,038
New +$1.31M 0.61% 44
2024
Q4 		– Sell
-30,545
Closed -$3.17M – 370
2024
Q3 		$3.17M Buy
30,545
+2,843
+10% +$297K 0.68% 38
2024
Q2 		$3.64M Sell
27,702
-4,498
-14% -$567K 0.79% 21
2024
Q1 		$3.8M Buy
32,200
+3,269
+11% +$296K 0.79% 27
2023
Q4 		$2.47M Buy
+28,931
New +$2.15M 0.9% 15

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

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

LECAP Asset Management sold out of Micron Technology (MU) in Q2 2026, closing a stake of 4,845 shares — an estimated $1.64M sold.

LECAP Asset Management first reported a position in MU in Q4 2023 and held it in 8 quarters. The position peaked at $3.8M in Q1 2024. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • LECAP Asset Management reported no remaining Micron Technology position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 4,845 Micron Technology shares in Q2 2026, an estimated $1.64M.
  • LECAP Asset Management first reported a position in Micron Technology in Q4 2023 and held it in 8 quarters.
  • LECAP Asset Management's Micron Technology position peaked at $3.8M in Q1 2024.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.