National Bank of Canada’s Micron Technology MU Stock Holding History

National Bank of Canada’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	$274M	Buy	8,109 +6,859	+549%	+$2.69M	0.25%	71
2025 Q4	$35.7M	Buy	+1,250	New	+$287K	0.03%	380
2025 Q3	–	Sell	-1,585	Closed	-$19.5M	–	3093
2025 Q2	$19.5M	Sell	1,585 -23,122	-94%	-$2.16M	0.02%	558
2025 Q1	$215M	Sell	24,707 -30,627	-55%	-$2.94M	0.22%	96
2024 Q4	$466M	Buy	+55,334	New	+$5.63M	0.49%	41
2024 Q3	–	Sell	-13,005	Closed	-$171M	–	2949
2024 Q2	$171M	Buy	13,005 +4,807	+59%	+$606K	0.23%	80
2024 Q1	$99.4M	Buy	+8,198	New	+$742K	0.15%	122
2023 Q1	–	Sell	-11,000	Closed	-$55M	–	2805
2022 Q4	$55M	Buy	+11,000	New	+$602K	0.14%	125
2022 Q3	–	Sell	-504	Closed	-$2.79M	–	2816
2022 Q2	$2.79M	Sell	504 -2,496	-83%	-$170K	0.01%	720
2022 Q1	$23.4M	Sell	3,000 -1,250	-29%	-$107K	0.07%	257
2021 Q4	$39.6M	Buy	+4,250	New	+$332K	0.13%	127

Other funds holding MU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

National Bank of Canada's MU Position: Q1 2026 in Review

National Bank of Canada increased its Micron Technology (MU) stake by 26% in Q1 2026, buying an estimated $353M and bringing the position to 4,323,263 shares worth $1.46B. The position accounts for 1.31% of the portfolio, ranked #14.

National Bank of Canada first reported a position in MU in Q4 2021 and has held it in 18 quarters since. 2,997 funds tracked by Wall St. Rank hold MU as of Q1 2026.

National Bank of Canada held 4,323,263 shares of Micron Technology worth $1.46B as of Q1 2026.
National Bank of Canada bought 901,463 Micron Technology shares in Q1 2026, an estimated $353M.
Micron Technology made up 1.31% of National Bank of Canada's portfolio in Q1 2026, its #14 holding.
National Bank of Canada first reported a position in Micron Technology in Q4 2021 and has held it in 18 quarters since.
2,997 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.