Thompson David Blair’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
Q2
$3.01M Sell
2,605
-2,745
-51% -$2.06M 1.5% 11
2026
Q1
$1.81M Buy
5,350
+4,366
+444% +$1.71M 1.03% 26
2025
Q4
$281K Buy
+984
New +$226K 0.16% 136

Other funds holding MU

Thompson David Blair's MU Position: Q2 2026 in Review

Thompson David Blair reduced its Micron Technology (MU) stake by 51% in Q2 2026, selling an estimated $2.06M and leaving 2,605 shares worth $3.01M. The position accounts for 1.5% of the portfolio, ranked #11.

Thompson David Blair first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 3,706 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Thompson David Blair held 2,605 shares of Micron Technology worth $3.01M as of Q2 2026.
  • Thompson David Blair sold 2,745 Micron Technology shares in Q2 2026, an estimated $2.06M.
  • Micron Technology made up 1.5% of Thompson David Blair's portfolio in Q2 2026, its #11 holding.
  • Thompson David Blair first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
  • 3,706 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.