OCM
MU icon

Orleans Capital Management’s Micron Technology MU Stock Holding History

Orleans Capital Management’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
Q2 		$3.59M Buy
3,108
+1,698
+120% +$1.27M 1.85% 13
2026
Q1 		$476K Sell
1,410
-440
-24% -$172K 0.32% 70
2025
Q4 		$528K Sell
1,850
-225
-11% -$51.6K 0.33% 72
2025
Q3 		$347K Hold
2,075
– – 0.22% 75
2025
Q2 		$256K Buy
+2,075
New +$194K 0.14% 93

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Orleans Capital Management's MU Position: Q2 2026 in Review

Orleans Capital Management increased its Micron Technology (MU) stake by 120% in Q2 2026, buying an estimated $1.27M and bringing the position to 3,108 shares worth $3.59M. The position accounts for 1.85% of the portfolio, ranked #13.

Orleans Capital Management first reported a position in MU in Q2 2025 and has held it in 5 quarters since. 3,905 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Orleans Capital Management held 3,108 shares of Micron Technology worth $3.59M as of Q2 2026.
  • Orleans Capital Management bought 1,698 Micron Technology shares in Q2 2026, an estimated $1.27M.
  • Micron Technology made up 1.85% of Orleans Capital Management's portfolio in Q2 2026, its #13 holding.
  • Orleans Capital Management first reported a position in Micron Technology in Q2 2025 and has held it in 5 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.