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Leigh Baldwin & Co’s Micron Technology MU Stock Holding History

Leigh Baldwin & Co’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 		$5.08M Sell
4,400
-613
-12% -$460K 2.74% 8
2026
Q1 		$1.69M Buy
5,013
+1,771
+55% +$694K 1.1% 21
2025
Q4 		$925K Buy
3,242
+937
+41% +$215K 0.61% 41
2025
Q3 		$386K Buy
+2,305
New +$295K 0.22% 112

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

Leigh Baldwin & Co's MU Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its Micron Technology (MU) stake by 12% in Q2 2026, selling an estimated $460K and leaving 4,400 shares worth $5.08M. The position accounts for 2.74% of the portfolio, ranked #8.

Leigh Baldwin & Co first reported a position in MU in Q3 2025 and has held it in 4 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Leigh Baldwin & Co held 4,400 shares of Micron Technology worth $5.08M as of Q2 2026.
  • Leigh Baldwin & Co sold 613 Micron Technology shares in Q2 2026, an estimated $460K.
  • Micron Technology made up 2.74% of Leigh Baldwin & Co's portfolio in Q2 2026, its #8 holding.
  • Leigh Baldwin & Co first reported a position in Micron Technology in Q3 2025 and has held it in 4 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.