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&Partners’s Micron Technology MU Stock Holding History

&Partners’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 		$249M Buy
214,598
+21,331
+11% +$16M 1.02% 14
2026
Q1 		$72.8M Buy
193,267
+13,584
+8% +$5.32M 0.36% 54
2025
Q4 		$51.3M Buy
179,683
+17,851
+11% +$4.1M 0.27% 79
2025
Q3 		$27.1M Buy
161,832
+91,674
+131% +$11.7M 0.17% 118
2025
Q2 		$8.57M Buy
70,158
+4,175
+6% +$390K 0.07% 259
2025
Q1 		$5.84M Buy
65,983
+17,729
+37% +$1.7M 0.06% 269
2024
Q4 		$4.26M Buy
48,254
+23,190
+93% +$2.36M 0.05% 305
2024
Q3 		$2.59M Buy
25,064
+12,700
+103% +$1.33M 0.05% 315
2024
Q2 		$1.63M Buy
12,364
+1,631
+15% +$206K 0.07% 239
2024
Q1 		$1.27M Buy
10,733
+2,961
+38% +$268K 0.17% 118
2023
Q4 		$663K Buy
7,772
+82
+1% +$6.09K 0.16% 134
2023
Q3 		$523K Buy
7,690
+115
+2% +$7.7K 0.24% 79
2023
Q2 		$478K Buy
7,575
+135
+2% +$8.68K 0.21% 88
2023
Q1 		$449K Sell
7,440
-503
-6% -$29.5K 0.22% 92
2022
Q4 		$397K Sell
7,943
-767
-9% -$42K 0.2% 98
2022
Q3 		$436K Hold
8,710
– – 0.25% 91
2022
Q2 		$481K Buy
8,710
+3,430
+65% +$233K 0.28% 85
2022
Q1 		$411K Buy
5,280
+355
+7% +$30.3K 0.23% 104
2021
Q4 		$463K Hold
4,925
– – 0.28% 83
2021
Q3 		$350K Hold
4,925
– – 0.22% 104
2021
Q2 		$419K Hold
4,925
– – 0.27% 86
2021
Q1 		$434K Sell
4,925
-250
-5% -$21.2K 0.32% 79
2020
Q4 		$389K Buy
5,175
+100
+2% +$6.03K 0.33% 72
2020
Q3 		$238K Buy
5,075
+250
+5% +$12.1K 0.24% 103
2020
Q2 		$249K Sell
4,825
-560
-10% -$26.4K 0.3% 89
2020
Q1 		$226K Buy
5,385
+1,050
+24% +$54.6K 0.35% 88
2019
Q4 		$233K Buy
+4,335
New +$207K 0.28% 120

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

&Partners's MU Position: Q2 2026 in Review

&Partners increased its Micron Technology (MU) stake by 11% in Q2 2026, buying an estimated $16M and bringing the position to 214,598 shares worth $249M. The position accounts for 1.02% of the portfolio, ranked #14.

&Partners first reported a position in MU in Q4 2019 and has held it in 27 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • &Partners held 214,598 shares of Micron Technology worth $249M as of Q2 2026.
  • &Partners bought 21,331 Micron Technology shares in Q2 2026, an estimated $16M.
  • Micron Technology made up 1.02% of &Partners's portfolio in Q2 2026, its #14 holding.
  • &Partners first reported a position in Micron Technology in Q4 2019 and has held it in 27 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.