Letson Investment Management’s Micron Technology MU Stock Holding History

Letson Investment 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	$4.62M	Sell	4,000 -1,300	-25%	-$975K	1.69%	21
2026 Q1	$1.79M	Hold	5,300	–	–	0.69%	38
2025 Q4	$1.51M	Hold	5,300	–	–	0.55%	46
2025 Q3	$887K	Hold	5,300	–	–	0.32%	55
2025 Q2	$653K	Hold	5,300	–	–	0.26%	57
2025 Q1	$461K	Sell	5,300 -2,650	-33%	-$255K	0.19%	63
2024 Q4	$669K	Hold	7,950	–	–	0.27%	56
2024 Q3	$824K	Sell	7,950 -100	-1%	-$10.5K	0.32%	55
2024 Q2	$1.06M	Hold	8,050	–	–	0.47%	49
2024 Q1	$949K	Buy	8,050 +100	+1%	+$9.05K	0.4%	54
2023 Q4	$678K	Buy	+7,950	New	+$591K	0.32%	56

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Letson Investment Management's MU Position: Q2 2026 in Review

Letson Investment Management reduced its Micron Technology (MU) stake by 25% in Q2 2026, selling an estimated $975K and leaving 4,000 shares worth $4.62M. The position accounts for 1.69% of the portfolio, ranked #21.

Letson Investment Management first reported a position in MU in Q4 2023 and has held it in 11 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Letson Investment Management held 4,000 shares of Micron Technology worth $4.62M as of Q2 2026.
Letson Investment Management sold 1,300 Micron Technology shares in Q2 2026, an estimated $975K.
Micron Technology made up 1.69% of Letson Investment Management's portfolio in Q2 2026, its #21 holding.
Letson Investment Management first reported a position in Micron Technology in Q4 2023 and has held it in 11 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.