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Polymer Capital Management’s Micron Technology MU Stock Holding History

Polymer 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
Q1 		$6.38M Sell
18,871
-48,559
-72% -$19M 0.65% 23
2025
Q4 		$19.2M Buy
67,430
+65,405
+3,230% +$15M 2.02% 1
2025
Q3 		$339K Sell
2,025
-79,908
-98% -$10.2M 0.04% 578
2025
Q2 		$10.1M Buy
81,933
+76,035
+1,289% +$7.1M 1.19% 13
2025
Q1 		$512K Buy
+5,898
New +$566K 0.13% 162

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Polymer Capital Management's MU Position: Q1 2026 in Review

Polymer Capital Management reduced its Micron Technology (MU) stake by 72% in Q1 2026, selling an estimated $19M and leaving 18,871 shares worth $6.38M. The position accounts for 0.65% of the portfolio, ranked #23.

Polymer Capital Management first reported a position in MU in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.2M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Polymer Capital Management held 18,871 shares of Micron Technology worth $6.38M as of Q1 2026.
  • Polymer Capital Management sold 48,559 Micron Technology shares in Q1 2026, an estimated $19M.
  • Micron Technology made up 0.65% of Polymer Capital Management's portfolio in Q1 2026, its #23 holding.
  • Polymer Capital Management first reported a position in Micron Technology in Q1 2025 and has held it in 5 quarters since.
  • Polymer Capital Management's Micron Technology position peaked at $19.2M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.