London & Capital Asset Management
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London & Capital Asset Management’s Micron Technology MU Stock Holding History

London & Capital 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 		$431K Sell
374
-1,947
-84% -$1.46M ﹤0.01% 158
2026
Q1 		$784K Sell
2,321
-307
-12% -$120K 0.01% 125
2025
Q4 		$750K Buy
+2,628
New +$603K 0.01% 140

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 $3.38T AUM 44.17% 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

London & Capital Asset Management's MU Position: Q2 2026 in Review

London & Capital Asset Management reduced its Micron Technology (MU) stake by 84% in Q2 2026, selling an estimated $1.46M and leaving 374 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

London & Capital Asset Management first reported a position in MU in Q4 2025 and has held it in 3 quarters since. The position peaked at $784K in Q1 2026. 3,916 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • London & Capital Asset Management held 374 shares of Micron Technology worth $431K as of Q2 2026.
  • London & Capital Asset Management sold 1,947 Micron Technology shares in Q2 2026, an estimated $1.46M.
  • Micron Technology made up ﹤0.01% of London & Capital Asset Management's portfolio in Q2 2026, its #158 holding.
  • London & Capital Asset Management first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
  • London & Capital Asset Management's Micron Technology position peaked at $784K in Q1 2026.
  • 3,916 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.