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Oakum Bay Capital’s Micron Technology MU Stock Holding History

Oakum Bay 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 		$38.5M Sell
113,878
-38,250
-25% -$15M 20.62% 1
2025
Q4 		$43.4M Buy
+152,128
New +$34.9M 21.23% 1

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oakum Bay Capital's MU Position: Q1 2026 in Review

Oakum Bay Capital reduced its Micron Technology (MU) stake by 25% in Q1 2026, selling an estimated $15M and leaving 113,878 shares worth $38.5M. The position accounts for 20.62% of the portfolio, ranked #1.

Oakum Bay Capital first reported a position in MU in Q4 2025 and has held it in 2 quarters since. The position peaked at $43.4M in Q4 2025. 3,010 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Oakum Bay Capital held 113,878 shares of Micron Technology worth $38.5M as of Q1 2026.
  • Oakum Bay Capital sold 38,250 Micron Technology shares in Q1 2026, an estimated $15M.
  • Micron Technology made up 20.62% of Oakum Bay Capital's portfolio in Q1 2026, its #1 holding.
  • Oakum Bay Capital first reported a position in Micron Technology in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's Micron Technology position peaked at $43.4M in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.