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LMR Partners’s Micron Technology MU Stock Holding History

LMR Partners’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 		$229M Buy
198,800
+46,400
+30% +$34.8M 0.86% 19
2026
Q1 		$51.5M Buy
152,400
+122,000
+401% +$47.8M 0.11% 97
2025
Q4 		$8.68M Sell
30,400
-147,000
-83% -$33.7M 0.02% 430
2025
Q3 		$29.7M Buy
177,400
+102,700
+137% +$13.1M 0.13% 133
2025
Q2 		$9.21M Buy
74,700
+18,100
+32% +$1.69M 0.07% 303
2025
Q1 		$4.92M Buy
+56,600
New +$5.44M 0.05% 413
2024
Q2 		– Sell
-73,500
Closed -$8.66M – 1241
2024
Q1 		$8.66M Hold
73,500
– – 0.09% 206
2023
Q4 		$6.27M Hold
73,500
– – 0.07% 264
2023
Q3 		$5M Buy
+73,500
New +$4.92M 0.06% 252

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

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. 3,905 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.
  • 3,905 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.