Leuthold Group’s Micron Technology MU Stock Holding History

Leuthold Group’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	$854K	Hold	740	–	–	0.09%	165
2026 Q1	$250K	Buy	+740	New	+$290K	0.03%	204
2019 Q2	–	Sell	-23,934	Closed	-$989K	–	201
2019 Q1	$989K	Sell	23,934 -90,974	-79%	-$3.51M	0.13%	118
2018 Q4	$3.65M	Sell	114,908 -13,162	-10%	-$499K	0.52%	73
2018 Q3	$5.79M	Sell	128,070 -3,983	-3%	-$201K	0.63%	60
2018 Q2	$6.92M	Sell	132,053 -1,277	-1%	-$69.1K	0.76%	45
2018 Q1	$6.95M	Sell	133,330 -18,912	-12%	-$905K	0.79%	36
2017 Q4	$6.26M	Buy	152,242 +117,050	+333%	+$5.04M	0.63%	58
2017 Q3	$1.38M	Buy	+35,192	New	+$1.11M	0.14%	154
2015 Q3	–	Sell	-79,840	Closed	-$1.5M	–	208
2015 Q2	$1.5M	Sell	79,840 -129,176	-62%	-$3.44M	0.14%	171
2015 Q1	$5.67M	Buy	209,016 +76,754	+58%	+$2.29M	0.53%	65
2014 Q4	$4.63M	Sell	132,262 -28,583	-18%	-$946K	0.45%	80
2014 Q3	$5.51M	Buy	160,845 +40,987	+34%	+$1.33M	0.5%	82
2014 Q2	$3.95M	Buy	+119,858	New	+$3.27M	0.34%	108

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

Leuthold Group's MU Position: Q2 2026 in Review

Leuthold Group held its Micron Technology (MU) position steady in Q2 2026 at 740 shares worth $854K. The position accounts for 0.09% of the portfolio, ranked #165.

Leuthold Group first reported a position in MU in Q2 2014 and has held it in 14 quarters since. The position peaked at $6.95M in Q1 2018. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Leuthold Group held 740 shares of Micron Technology worth $854K as of Q2 2026.
Leuthold Group left its Micron Technology share count unchanged in Q2 2026.
Micron Technology made up 0.09% of Leuthold Group's portfolio in Q2 2026, its #165 holding.
Leuthold Group first reported a position in Micron Technology in Q2 2014 and has held it in 14 quarters since.
Leuthold Group's Micron Technology position peaked at $6.95M in Q1 2018.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.