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Oak Grove Capital’s Micron Technology MU Stock Holding History

Oak Grove Capital’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 		$231M Sell
683,200
-97,800
-13% -$38.3M 19.56% 2
2025
Q4 		$161M Sell
781,000
-53,900
-6% -$12.4M 19.09% 1
2025
Q3 		$75.2M Buy
834,900
+198,600
+31% +$25.4M 10.64% 3
2025
Q2 		$32.5M Buy
636,300
+252,500
+66% +$23.6M 5.32% 3
2025
Q1 		$4.05M Buy
383,800
+160,200
+72% +$15.4M 0.84% 24
2024
Q4 		$1.5M Buy
+223,600
New +$22.7M 0.22% 41

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Grove Capital's MU Position: Q1 2026 in Review

Oak Grove Capital increased its Micron Technology (MU) stake by 2% in Q1 2026, buying an estimated $1.67M and bringing the position to 222,540 shares worth $75.2M. The position accounts for 6.37% of the portfolio, ranked #4.

Oak Grove Capital first reported a position in MU in Q1 2018 and has held it in 15 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Oak Grove Capital held 222,540 shares of Micron Technology worth $75.2M as of Q1 2026.
  • Oak Grove Capital bought 4,259 Micron Technology shares in Q1 2026, an estimated $1.67M.
  • Micron Technology made up 6.37% of Oak Grove Capital's portfolio in Q1 2026, its #4 holding.
  • Oak Grove Capital first reported a position in Micron Technology in Q1 2018 and has held it in 15 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.