Main Street Research’s Micron Technology MU Stock Holding History

Main Street Research’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	$125M	Sell	108,636 -473	-0.4%	-$355K	5.92%	2
2026 Q1	$36.9M	Buy	109,109 +103,786	+1,950%	+$40.7M	2.14%	25
2025 Q4	$1.52M	Sell	5,323 -653	-11%	-$150K	0.09%	50
2025 Q3	$1,000K	Buy	5,976 +47	+0.8%	+$6.01K	0.05%	59
2025 Q2	$731K	Buy	+5,929	New	+$554K	0.05%	60
2024 Q4	–	Sell	-1,961	Closed	-$203K	–	114
2024 Q3	$203K	Sell	1,961 -367	-16%	-$38.4K	0.01%	104
2024 Q2	$306K	Sell	2,328 -158	-6%	-$19.9K	0.02%	79
2024 Q1	$293K	Buy	+2,486	New	+$225K	0.02%	84

Other funds holding MU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FRIHG

Fund Resources Investment Holding Group Hong Kong $817M AUM

Main Street Research's MU Position: Q2 2026 in Review

Main Street Research reduced its Micron Technology (MU) stake by 0.43% in Q2 2026, selling an estimated $355K and leaving 108,636 shares worth $125M. The position accounts for 5.92% of the portfolio, ranked #2.

Main Street Research first reported a position in MU in Q1 2024 and has held it in 8 quarters since. 1,653 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Main Street Research held 108,636 shares of Micron Technology worth $125M as of Q2 2026.
Main Street Research sold 473 Micron Technology shares in Q2 2026, an estimated $355K.
Micron Technology made up 5.92% of Main Street Research's portfolio in Q2 2026, its #2 holding.
Main Street Research first reported a position in Micron Technology in Q1 2024 and has held it in 8 quarters since.
1,653 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.