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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
Q3 		$1.88M Sell
1,765
-7,207
-80% -$6.85M 0.61% 28
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Lee Johnson Capital Management's MU Position: Q3 2026 in Review

Lee Johnson Capital Management reduced its Micron Technology (MU) stake by 80% in Q3 2026, selling an estimated $6.85M and leaving 1,765 shares worth $1.88M. The position accounts for 0.61% of the portfolio, ranked #28.

Lee Johnson Capital Management first reported a position in MU in Q3 2024 and has held it in 5 quarters since. The position peaked at $10.4M in Q2 2026. 3,489 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • Lee Johnson Capital Management held 1,765 shares of Micron Technology worth $1.88M as of Q3 2026.
  • Lee Johnson Capital Management sold 7,207 Micron Technology shares in Q3 2026, an estimated $6.85M.
  • Micron Technology made up 0.61% of Lee Johnson Capital Management's portfolio in Q3 2026, its #28 holding.
  • Lee Johnson Capital Management first reported a position in Micron Technology in Q3 2024 and has held it in 5 quarters since.
  • Lee Johnson Capital Management's Micron Technology position peaked at $10.4M in Q2 2026.
  • 3,489 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on Lee Johnson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.