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Picton Mahoney Asset Management’s Micron Technology MU Stock Holding History

Picton Mahoney Asset 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
Q1 		$50.7M Buy
+150,000
New +$58.8M 0.37% 47

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Picton Mahoney Asset Management's MU Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Micron Technology (MU) stake by 20% in Q1 2026, buying an estimated $2.62M and bringing the position to 40,405 shares worth $13.7M. The position accounts for 0.1% of the portfolio, ranked #186.

Picton Mahoney Asset Management first reported a position in MU in Q2 2013 and has held it in 35 quarters since. The position peaked at $22.1M in Q1 2024. 2,998 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Picton Mahoney Asset Management held 40,405 shares of Micron Technology worth $13.7M as of Q1 2026.
  • Picton Mahoney Asset Management bought 6,681 Micron Technology shares in Q1 2026, an estimated $2.62M.
  • Micron Technology made up 0.1% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #186 holding.
  • Picton Mahoney Asset Management first reported a position in Micron Technology in Q2 2013 and has held it in 35 quarters since.
  • Picton Mahoney Asset Management's Micron Technology position peaked at $22.1M in Q1 2024.
  • 2,998 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.