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 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 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

LECAP Asset Management's MU Position: Q1 2026 in Review

LECAP Asset Management reduced its Micron Technology (MU) stake by 18% in Q1 2026, selling an estimated $406K and leaving 4,845 shares worth $1.64M. The position accounts for 0.62% of the portfolio, ranked #43.

LECAP Asset Management first reported a position in MU in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.8M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

LECAP Asset Management held 4,845 shares of Micron Technology worth $1.64M as of Q1 2026.
LECAP Asset Management sold 1,036 Micron Technology shares in Q1 2026, an estimated $406K.
Micron Technology made up 0.62% of LECAP Asset Management's portfolio in Q1 2026, its #43 holding.
LECAP Asset Management first reported a position in Micron Technology in Q4 2023 and has held it in 8 quarters since.
LECAP Asset Management's Micron Technology position peaked at $3.8M in Q1 2024.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.