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Logan Capital Management’s Micron Technology MU Stock Holding History

Logan Capital Management’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 		$74.1M Buy
+64,201
New +$48.1M 2.76% 7
2026
Q1 		– Sell
-68,559
Closed -$26.9M – 440
2025
Q4 		$19.6M Buy
68,559
+68,553
+1,142,550% +$15.7M 0.82% 26
2025
Q3 		$1K Hold
6
– – ﹤0.01% 428
2025
Q2 		$740 Hold
6
– – ﹤0.01% 439
2025
Q1 		$521 Hold
6
– – ﹤0.01% 537
2024
Q4 		$505 Buy
+6
New +$610 ﹤0.01% 512
2015
Q3 		– Sell
-138,307
Closed -$2.61M – 290
2015
Q2 		$2.61M Sell
138,307
-21,287
-13% -$567K 0.19% 104
2015
Q1 		$4.33M Sell
159,594
-6,048
-4% -$181K 0.31% 81
2014
Q4 		$5.8M Buy
+165,642
New +$5.48M 0.42% 71

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

Logan Capital Management's MU Position: Q2 2026 in Review

Logan Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 64,201 shares worth $74.1M. The stake represents 2.76% of the portfolio and ranks #7 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in MU as recently as Q4 2025.

Logan Capital Management first reported a position in MU in Q4 2014 and has held it in 9 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Logan Capital Management held 64,201 shares of Micron Technology worth $74.1M as of Q2 2026.
  • Micron Technology was a new Logan Capital Management position in Q2 2026.
  • Micron Technology made up 2.76% of Logan Capital Management's portfolio in Q2 2026, its #7 holding.
  • Logan Capital Management first reported a position in Micron Technology in Q4 2014 and has held it in 9 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.