Lipe & Dalton’s Micron Technology MU Stock Holding History

Lipe & Dalton’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 Q1	–	Sell	-120	Closed	-$34K	–	96
2025 Q4	$34K	Hold	120	–	–	0.02%	89
2025 Q3	$20K	Buy	+120	New	+$15.4K	0.01%	92

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lipe & Dalton's MU Position: Q1 2026 in Review

Lipe & Dalton sold out of Micron Technology (MU) in Q1 2026, closing a stake of 120 shares — an estimated $34K sold.

Lipe & Dalton first reported a position in MU in Q3 2025 and held it in 2 quarters. The position peaked at $34K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Lipe & Dalton reported no remaining Micron Technology position as of Q1 2026 after selling out during the quarter.
Lipe & Dalton sold 120 Micron Technology shares in Q1 2026, an estimated $34K.
Lipe & Dalton first reported a position in Micron Technology in Q3 2025 and held it in 2 quarters.
Lipe & Dalton's Micron Technology position peaked at $34K in Q4 2025.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Lipe & Dalton's 13F filing for Q1 2026, filed 30 Apr 2026.