LMR Partners’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.1M | Sell |
40,806
-442,195
| -92% | -$332M | 0.18% | 128 |
|
|
2026
Q1 | $163M | Buy |
483,001
+156,054
| +48% | +$61.1M | 0.36% | 26 |
|
|
2025
Q4 | $93.3M | Buy |
326,947
+116,947
| +56% | +$26.8M | 0.18% | 48 |
|
|
2025
Q3 | $35.1M | Buy |
210,000
+204,706
| +3,867% | +$26.2M | 0.15% | 105 |
|
|
2025
Q2 | $652K | Sell |
5,294
-104,130
| -95% | -$9.73M | ﹤0.01% | 886 |
|
|
2025
Q1 | $9.51M | Buy |
109,424
+62,743
| +134% | +$6.03M | 0.09% | 257 |
|
|
2024
Q4 | $3.93M | Sell |
46,681
-69,750
| -60% | -$7.09M | 0.03% | 448 |
|
|
2024
Q3 | $12.1M | Buy |
+116,431
| New | +$12.2M | 0.1% | 186 |
|
|
2024
Q1 | – | Sell |
-407,998
| Closed | -$36.9M | – | 1256 |
|
|
2023
Q4 | $34.8M | Buy |
407,998
+254,643
| +166% | +$18.9M | 0.4% | 47 |
|
|
2023
Q3 | $10.4M | Buy |
+153,355
| New | +$10.3M | 0.12% | 183 |
|
|
2023
Q1 | – | Sell |
-175,053
| Closed | -$8.75M | – | 1124 |
|
|
2022
Q4 | $8.75M | Buy |
175,053
+49,042
| +39% | +$2.68M | 0.15% | 170 |
|
|
2022
Q3 | $6.31M | Buy |
126,011
+36,790
| +41% | +$2.13M | 0.12% | 222 |
|
|
2022
Q2 | $4.93M | Buy |
89,221
+59,867
| +204% | +$4.07M | 0.08% | 282 |
|
|
2022
Q1 | $2.29M | Sell |
29,354
-120,871
| -80% | -$10.3M | 0.03% | 521 |
|
|
2021
Q4 | $14M | Buy |
+150,225
| New | +$11.7M | 0.14% | 127 |
|
|
2021
Q3 | – | Sell |
-82,649
| Closed | -$7.02M | – | 1130 |
|
|
2021
Q2 | $7.02M | Buy |
82,649
+54,941
| +198% | +$4.64M | 0.11% | 173 |
|
|
2021
Q1 | $2.44M | Sell |
27,708
-215,310
| -89% | -$18.3M | 0.06% | 297 |
|
|
2020
Q4 | $18.3M | Buy |
+243,018
| New | +$14.7M | 0.28% | 42 |
|
|
2020
Q1 | – | Sell |
-12,572
| Closed | -$676K | – | 378 |
|
|
2019
Q4 | $676K | Buy |
+12,572
| New | +$600K | ﹤0.01% | 268 |
|
|
2019
Q3 | – | Sell |
-31,775
| Closed | -$1.23M | – | 484 |
|
|
2019
Q2 | $1.23M | Sell |
31,775
-1,200
| -4% | -$45.7K | 0.04% | 206 |
|
|
2019
Q1 | $1.36M | Sell |
32,975
-26,177
| -44% | -$1.01M | 0.07% | 144 |
|
|
2018
Q4 | $1.88M | Buy |
+59,152
| New | +$2.24M | 0.09% | 118 |
|
|
2018
Q3 | – | Sell |
-14,854
| Closed | -$779K | – | 452 |
|
|
2018
Q2 | $779K | Sell |
14,854
-33,929
| -70% | -$1.84M | 0.04% | 204 |
|
|
2018
Q1 | $2.01M | Hold |
48,783
| – | – | 0.21% | 94 |
|
|
2017
Q4 | $2.01M | Buy |
48,783
+21,130
| +76% | +$910K | 0.21% | 94 |
|
|
2017
Q3 | $1.09M | Buy |
27,653
+1,776
| +7% | +$56.2K | 0.12% | 95 |
|
|
2017
Q2 | $773K | Buy |
25,877
+12,106
| +88% | +$354K | 0.05% | 361 |
|
|
2017
Q1 | $398K | Buy |
+13,771
| New | +$336K | 0.04% | 261 |
|
|
2015
Q2 | – | Sell |
-62,803
| Closed | -$1.7M | – | 584 |
|
|
2015
Q1 | $1.7M | Sell |
62,803
-66,495
| -51% | -$1.99M | 0.24% | 114 |
|
|
2014
Q4 | $4.53M | Buy |
+129,298
| New | +$4.28M | 0.59% | 29 |
|
|
2014
Q3 | – | Sell |
-241,069
| Closed | -$7.94M | – | 432 |
|
|
2014
Q2 | $7.94M | Buy |
+241,069
| New | +$6.57M | 0.66% | 29 |
|
Other funds holding MU
LMR Partners's MU Position: Q2 2026 in Review
LMR Partners reduced its Micron Technology (MU) stake by 92% in Q2 2026, selling an estimated $332M and leaving 40,806 shares worth $47.1M. The position accounts for 0.18% of the portfolio, ranked #128.
LMR Partners first reported a position in MU in Q2 2014 and has held it in 31 quarters since. The position peaked at $163M in Q1 2026. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.
- LMR Partners held 40,806 shares of Micron Technology worth $47.1M as of Q2 2026.
- LMR Partners sold 442,195 Micron Technology shares in Q2 2026, an estimated $332M.
- Micron Technology made up 0.18% of LMR Partners's portfolio in Q2 2026, its #128 holding.
- LMR Partners first reported a position in Micron Technology in Q2 2014 and has held it in 31 quarters since.
- LMR Partners's Micron Technology position peaked at $163M in Q1 2026.
- 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.
Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.