Mitchell Capital Management’s Micron Technology MU Stock Holding History

Mitchell 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	$18.3M	Buy	15,821 +70	+0.4%	+$52.5K	2.78%	8
2026 Q1	$5.32M	Buy	+15,751	New	+$6.17M	0.98%	29
2025 Q2	–	Sell	-45,652	Closed	-$3.97M	–	117
2025 Q1	$3.97M	Sell	45,652 -3,315	-7%	-$318K	0.76%	44
2024 Q4	$4.12M	Sell	48,967 -8,065	-14%	-$820K	0.72%	44
2024 Q3	$5.91M	Buy	57,032 +19,676	+53%	+$2.06M	1.03%	33
2024 Q2	$4.91M	Buy	37,356 +1,974	+6%	+$249K	0.87%	42
2024 Q1	$4.17M	Sell	35,382 -19,312	-35%	-$1.75M	0.8%	44
2023 Q4	$4.67M	Buy	54,694 +28,780	+111%	+$2.14M	0.98%	35
2023 Q3	$1.76M	Buy	+25,914	New	+$1.74M	0.42%	72

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Mitchell Capital Management's MU Position: Q2 2026 in Review

Mitchell Capital Management increased its Micron Technology (MU) stake by 0.44% in Q2 2026, buying an estimated $52.5K and bringing the position to 15,821 shares worth $18.3M. The position accounts for 2.78% of the portfolio, ranked #8.

Mitchell Capital Management first reported a position in MU in Q3 2023 and has held it in 9 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Mitchell Capital Management held 15,821 shares of Micron Technology worth $18.3M as of Q2 2026.
Mitchell Capital Management bought 70 Micron Technology shares in Q2 2026, an estimated $52.5K.
Micron Technology made up 2.78% of Mitchell Capital Management's portfolio in Q2 2026, its #8 holding.
Mitchell Capital Management first reported a position in Micron Technology in Q3 2023 and has held it in 9 quarters since.
3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.