LJCM
MU icon

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
Q2 		$10.4M Sell
8,972
-2,153
-19% -$1.61M 3.24% 3
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 $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

Lee Johnson Capital Management's MU Position: Q2 2026 in Review

Lee Johnson Capital Management reduced its Micron Technology (MU) stake by 19% in Q2 2026, selling an estimated $1.61M and leaving 8,972 shares worth $10.4M. The position accounts for 3.24% of the portfolio, ranked #3.

Lee Johnson Capital Management first reported a position in MU in Q3 2024 and has held it in 4 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Lee Johnson Capital Management held 8,972 shares of Micron Technology worth $10.4M as of Q2 2026.
  • Lee Johnson Capital Management sold 2,153 Micron Technology shares in Q2 2026, an estimated $1.61M.
  • Micron Technology made up 3.24% of Lee Johnson Capital Management's portfolio in Q2 2026, its #3 holding.
  • Lee Johnson Capital Management first reported a position in Micron Technology in Q3 2024 and has held it in 4 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.