Morse Asset Management’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.6M | Sell |
31,364
-1,585
| -5% | -$621K | 2.2% | 9 |
|
|
2025
Q4 | $9.4M | Buy |
32,949
+2,357
| +8% | +$541K | 1.88% | 11 |
|
|
2025
Q3 | $5.12M | Sell |
30,592
-18,243
| -37% | -$2.33M | 1.02% | 28 |
|
|
2025
Q2 | $6.02M | Sell |
48,835
-3,385
| -6% | -$316K | 1.32% | 22 |
|
|
2025
Q1 | $4.54M | Sell |
52,220
-5,176
| -9% | -$497K | 1.15% | 30 |
|
|
2024
Q4 | $4.83M | Sell |
57,396
-615
| -1% | -$62.6K | 1.1% | 24 |
|
|
2024
Q3 | $6.02M | Sell |
58,011
-4,598
| -7% | -$481K | 1.3% | 22 |
|
|
2024
Q2 | $8.23M | Buy |
62,609
+1,512
| +2% | +$191K | 2% | 12 |
|
|
2024
Q1 | $7.2M | Buy |
61,097
+46,636
| +322% | +$4.22M | 1.84% | 15 |
|
|
2023
Q4 | $1.23M | Buy |
14,461
+3,317
| +30% | +$246K | 0.36% | 66 |
|
|
2023
Q3 | $758K | Sell |
11,144
-8,261
| -43% | -$553K | 0.24% | 88 |
|
|
2023
Q2 | $1.23M | Sell |
19,405
-8,326
| -30% | -$535K | 0.37% | 74 |
|
|
2023
Q1 | $1.67M | Sell |
27,731
-1,967
| -7% | -$115K | 0.57% | 57 |
|
|
2022
Q4 | $1.48M | Sell |
29,698
-2,077
| -7% | -$114K | 0.54% | 59 |
|
|
2022
Q3 | $1.59M | Sell |
31,775
-9,920
| -24% | -$575K | 0.6% | 52 |
|
|
2022
Q2 | $2.31M | Sell |
41,695
-18,335
| -31% | -$1.25M | 0.74% | 45 |
|
|
2022
Q1 | $4.68M | Buy |
60,030
+9,150
| +18% | +$780K | 1.16% | 25 |
|
|
2021
Q4 | $4.74M | Buy |
50,880
+10,765
| +27% | +$841K | 1.06% | 28 |
|
|
2021
Q3 | $2.85M | Sell |
40,115
-99,975
| -71% | -$7.51M | 0.68% | 41 |
|
|
2021
Q2 | $11.9M | Sell |
140,090
-10,470
| -7% | -$884K | 2.88% | 7 |
|
|
2021
Q1 | $13.3M | Buy |
150,560
+7,512
| +5% | +$637K | 3.41% | 5 |
|
|
2020
Q4 | $10.8M | Buy |
143,048
+280
| +0.2% | +$16.9K | 2.98% | 8 |
|
|
2020
Q3 | $6.7M | Sell |
142,768
-11,245
| -7% | -$544K | 2.15% | 12 |
|
|
2020
Q2 | $7.93M | Sell |
154,013
-10,630
| -6% | -$501K | 2.83% | 9 |
|
|
2020
Q1 | $6.92M | Buy |
164,643
+1,357
| +0.8% | +$70.6K | 3.31% | 6 |
|
|
2019
Q4 | $8.78M | Sell |
163,286
-1,025
| -0.6% | -$48.9K | 3.01% | 8 |
|
|
2019
Q3 | $7.04M | Sell |
164,311
-41,030
| -20% | -$1.86M | 2.63% | 11 |
|
|
2019
Q2 | $7.92M | Sell |
205,341
-16,084
| -7% | -$613K | 2.33% | 12 |
|
|
2019
Q1 | $9.15M | Buy |
221,425
+7,595
| +4% | +$293K | 2.74% | 7 |
|
|
2018
Q4 | $6.79M | Sell |
213,830
-14,175
| -6% | -$537K | 2.41% | 9 |
|
|
2018
Q3 | $10.3M | Sell |
228,005
-63,275
| -22% | -$3.19M | 2.72% | 5 |
|
|
2018
Q2 | $15.3M | Sell |
291,280
-9,575
| -3% | -$518K | 4.19% | 4 |
|
|
2018
Q1 | $15.7M | Sell |
300,855
-28,360
| -9% | -$1.36M | 4.34% | 2 |
|
|
2017
Q4 | $13.5M | Sell |
329,215
-2,075
| -0.6% | -$89.4K | 3.77% | 5 |
|
|
2017
Q3 | $13M | Sell |
331,290
-2,725
| -0.8% | -$86.2K | 3.88% | 4 |
|
|
2017
Q2 | $9.97M | Buy |
334,015
+9,375
| +3% | +$274K | 3.25% | 5 |
|
|
2017
Q1 | $9.38M | Buy |
+324,640
| New | +$7.93M | 3.2% | 5 |
|
Other funds holding MU
VCM
VPM
Morse Asset Management's MU Position: Q1 2026 in Review
Morse Asset Management reduced its Micron Technology (MU) stake by 4.8% in Q1 2026, selling an estimated $621K and leaving 31,364 shares worth $10.6M. The position accounts for 2.2% of the portfolio, ranked #9.
Morse Asset Management first reported a position in MU in Q1 2017 and has held it in 37 quarters since. The position peaked at $15.7M in Q1 2018. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.
- Morse Asset Management held 31,364 shares of Micron Technology worth $10.6M as of Q1 2026.
- Morse Asset Management sold 1,585 Micron Technology shares in Q1 2026, an estimated $621K.
- Micron Technology made up 2.2% of Morse Asset Management's portfolio in Q1 2026, its #9 holding.
- Morse Asset Management first reported a position in Micron Technology in Q1 2017 and has held it in 37 quarters since.
- Morse Asset Management's Micron Technology position peaked at $15.7M in Q1 2018.
- 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.
Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.