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LOM Asset Management’s Micron Technology MU Stock Holding History

LOM Asset 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 		$10.6M Sell
9,168
-2,335
-20% -$1.75M 2.74% 5
2026
Q1 		$3.89M Sell
11,503
-770
-6% -$302K 1.12% 25
2025
Q4 		$3.5M Buy
12,273
+1,661
+16% +$381K 1.01% 25
2025
Q3 		$1.78M Buy
10,612
+1,845
+21% +$236K 0.54% 65
2025
Q2 		$1.08M Buy
+8,767
New +$819K 0.37% 85

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

LOM Asset Management's MU Position: Q2 2026 in Review

LOM Asset Management reduced its Micron Technology (MU) stake by 20% in Q2 2026, selling an estimated $1.75M and leaving 9,168 shares worth $10.6M. The position accounts for 2.74% of the portfolio, ranked #5.

LOM Asset Management first reported a position in MU in Q2 2025 and has held it in 5 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • LOM Asset Management held 9,168 shares of Micron Technology worth $10.6M as of Q2 2026.
  • LOM Asset Management sold 2,335 Micron Technology shares in Q2 2026, an estimated $1.75M.
  • Micron Technology made up 2.74% of LOM Asset Management's portfolio in Q2 2026, its #5 holding.
  • LOM Asset Management first reported a position in Micron Technology in Q2 2025 and has held it in 5 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.