PKO Investment Management Joint-Stock’s Micron Technology MU Stock Holding History

PKO Investment Management Joint-Stock’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	$45M	Sell	39,000 -5,000	-11%	-$3.75M	3.27%	4
2026 Q1	$14.9M	Buy	44,000 +5,000	+13%	+$1.96M	1.25%	20
2025 Q4	$11.1M	Buy	39,000 +9,000	+30%	+$2.07M	0.89%	24
2025 Q3	$5.02M	Buy	30,000 +13,000	+76%	+$1.66M	0.43%	52
2025 Q2	$2.1M	Sell	17,000 -58,000	-77%	-$5.42M	0.23%	87
2025 Q1	$6.52M	Buy	75,000 +3,000	+4%	+$288K	0.74%	32
2024 Q4	$6.06M	Buy	72,000 +44,000	+157%	+$4.48M	0.75%	27
2024 Q3	$2.9M	Buy	28,000 +13,000	+87%	+$1.36M	0.36%	50
2024 Q2	$1.97M	Hold	15,000	–	–	0.24%	76
2024 Q1	$1.78M	Sell	15,000 -5,000	-25%	-$453K	0.21%	93
2023 Q4	$1.71M	Hold	20,000	–	–	0.21%	80
2023 Q3	$1.36M	Sell	20,000 -20,000	-50%	-$1.34M	0.18%	80
2023 Q2	$2.52M	Sell	40,000 -20,000	-33%	-$1.29M	0.31%	58
2023 Q1	$3.62M	Sell	60,000 -70,000	-54%	-$4.1M	0.48%	41
2022 Q4	$6.5M	Sell	130,000 -25,000	-16%	-$1.37M	0.95%	22
2022 Q3	$7.77M	Hold	155,000	–	–	1.32%	17
2022 Q2	$8.57M	Buy	155,000 +55,000	+55%	+$3.74M	1.23%	17
2022 Q1	$7.79M	Sell	100,000 -50,000	-33%	-$4.26M	0.94%	27
2021 Q4	$14M	Buy	+150,000	New	+$11.7M	1.58%	15
2017 Q4	–	Sell	-201,898	Closed	-$7.94M	–	85
2017 Q3	$7.94M	Sell	201,898 -2,164	-1%	-$68.4K	2.14%	16
2017 Q2	$6.09M	Sell	204,062 -2,602	-1%	-$76.1K	2.05%	13
2017 Q1	$5.97M	Sell	206,664 -175,777	-46%	-$4.29M	2.74%	13
2016 Q4	$8.38M	Sell	382,441 -978,559	-72%	-$18.4M	5.55%	7
2016 Q3	$24.2M	Buy	1,361,000 +311,000	+30%	+$4.74M	14.94%	1
2016 Q2	$14.4M	Buy	+1,050,000	New	+$11.9M	10.21%	2
2015 Q3	–	Sell	-126,520	Closed	-$2.38M	–	49
2015 Q2	$2.38M	Sell	126,520 -128,900	-50%	-$3.44M	1.86%	14
2015 Q1	$6.93M	Sell	255,420 -48,000	-16%	-$1.43M	5.95%	6
2014 Q4	$10.6M	Sell	303,420 -1,730	-0.6%	-$57.3K	10.98%	2
2014 Q3	$10.5M	Buy	305,150 +225,500	+283%	+$7.3M	9.28%	3
2014 Q2	$2.62M	Buy	+79,650	New	+$2.17M	2.19%	16

Other funds holding MU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PKO Investment Management Joint-Stock's MU Position: Q2 2026 in Review

PKO Investment Management Joint-Stock reduced its Micron Technology (MU) stake by 11% in Q2 2026, selling an estimated $3.75M and leaving 39,000 shares worth $45M. The position accounts for 3.27% of the portfolio, ranked #4.

PKO Investment Management Joint-Stock first reported a position in MU in Q2 2014 and has held it in 30 quarters since. 1,743 funds tracked by Wall St. Rank hold MU as of Q2 2026.

PKO Investment Management Joint-Stock held 39,000 shares of Micron Technology worth $45M as of Q2 2026.
PKO Investment Management Joint-Stock sold 5,000 Micron Technology shares in Q2 2026, an estimated $3.75M.
Micron Technology made up 3.27% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #4 holding.
PKO Investment Management Joint-Stock first reported a position in Micron Technology in Q2 2014 and has held it in 30 quarters since.
1,743 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.