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Lee Johnson Capital Management’s Micron Technology MU Stock Holding History

Lee Johnson Capital 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 		$3.76M Buy
11,125
+10,125
+1,013% +$3.97M 1.35% 20
2025
Q4 		$285K Buy
+1,000
New +$229K 0.1% 89
2024
Q4 		– Sell
-22,607
Closed -$2.34M – 36
2024
Q3 		$2.34M Buy
+22,607
New +$2.36M 1.21% 22

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

Lee Johnson Capital Management's MU Position: Q1 2026 in Review

Lee Johnson Capital Management increased its Micron Technology (MU) stake by 1,013% in Q1 2026, buying an estimated $3.97M and bringing the position to 11,125 shares worth $3.76M. The position accounts for 1.35% of the portfolio, ranked #20.

Lee Johnson Capital Management first reported a position in MU in Q3 2024 and has held it in 3 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Lee Johnson Capital Management held 11,125 shares of Micron Technology worth $3.76M as of Q1 2026.
  • Lee Johnson Capital Management bought 10,125 Micron Technology shares in Q1 2026, an estimated $3.97M.
  • Micron Technology made up 1.35% of Lee Johnson Capital Management's portfolio in Q1 2026, its #20 holding.
  • Lee Johnson Capital Management first reported a position in Micron Technology in Q3 2024 and has held it in 3 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.