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M & L Capital Management’s Micron Technology MU Stock Holding History

M & L 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 		$48.2M Buy
+41,763
New +$31.3M 13.04% 2
2025
Q3 		– Sell
-88,500
Closed -$10.9M – 32
2025
Q2 		$10.9M Sell
88,500
-63,300
-42% -$5.91M 2.46% 9
2025
Q1 		$13.2M Hold
151,800
– – 3.95% 8
2024
Q4 		$12.8M Buy
+151,800
New +$15.4M 3.11% 8

Other funds holding MU

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

M & L Capital Management's MU Position: Q2 2026 in Review

M & L Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 41,763 shares worth $48.2M. The stake represents 13.04% of the portfolio and ranks #2 among its holdings. This is a return to the name: M & L Capital Management previously reported a position in MU as recently as Q2 2025.

M & L Capital Management first reported a position in MU in Q4 2024 and has held it in 4 quarters since. 648 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • M & L Capital Management held 41,763 shares of Micron Technology worth $48.2M as of Q2 2026.
  • Micron Technology was a new M & L Capital Management position in Q2 2026.
  • Micron Technology made up 13.04% of M & L Capital Management's portfolio in Q2 2026, its #2 holding.
  • M & L Capital Management first reported a position in Micron Technology in Q4 2024 and has held it in 4 quarters since.
  • 648 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.