Lummis Asset Management’s Micron Technology MU Stock Holding History

Lummis 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 Q1	$6.08K	Hold	18	–	–	﹤0.01%	137
2025 Q4	$5.14K	Buy	+18	New	+$4.13K	﹤0.01%	138

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lummis Asset Management's MU Position: Q1 2026 in Review

Lummis Asset Management held its Micron Technology (MU) position steady in Q1 2026 at 18 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

Lummis Asset Management first reported a position in MU in Q4 2025 and has held it in 2 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Lummis Asset Management held 18 shares of Micron Technology worth $6.08K as of Q1 2026.
Lummis Asset Management left its Micron Technology share count unchanged in Q1 2026.
Micron Technology made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #137 holding.
Lummis Asset Management first reported a position in Micron Technology in Q4 2025 and has held it in 2 quarters since.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.