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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
Q1 		$120M Buy
354,800
+354,100
+50,586% +$139M 0.26% 37
2025
Q4 		$200K Sell
700
-62,100
-99% -$14.2M ﹤0.01% 1277
2025
Q3 		$10.5M Buy
62,800
+42,800
+214% +$5.48M 0.05% 306
2025
Q2 		$2.46M Sell
20,000
-139,400
-87% -$13M 0.02% 607
2025
Q1 		$13.9M Buy
159,400
+59,400
+59% +$5.71M 0.13% 182
2024
Q4 		$8.42M Buy
+100,000
New +$10.2M 0.07% 283
2024
Q2 		– Sell
-117,900
Closed -$13.9M – 1242
2024
Q1 		$13.9M Hold
117,900
– – 0.14% 145
2023
Q4 		$10.1M Hold
117,900
– – 0.11% 201
2023
Q3 		$8.02M Buy
+117,900
New +$7.9M 0.09% 211

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMR Partners's MU Position: Q1 2026 in Review

LMR Partners increased its Micron Technology (MU) stake by 48% in Q1 2026, buying an estimated $61.1M and bringing the position to 483,001 shares worth $163M. The position accounts for 0.36% of the portfolio, ranked #26.

LMR Partners first reported a position in MU in Q2 2014 and has held it in 30 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • LMR Partners held 483,001 shares of Micron Technology worth $163M as of Q1 2026.
  • LMR Partners bought 156,054 Micron Technology shares in Q1 2026, an estimated $61.1M.
  • Micron Technology made up 0.36% of LMR Partners's portfolio in Q1 2026, its #26 holding.
  • LMR Partners first reported a position in Micron Technology in Q2 2014 and has held it in 30 quarters since.
  • 2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.