Principal Street Partners’s Micron Technology MU Stock Holding History

Principal Street 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 Q1	$2.23M	Sell	6,607 -714	-10%	-$280K	0.36%	62
2025 Q4	$2.09M	Buy	7,321 +266	+4%	+$61K	0.35%	63
2025 Q3	$1.18M	Sell	7,055 -2,108	-23%	-$270K	0.19%	70
2025 Q2	$1.13M	Buy	+9,163	New	+$856K	0.11%	114
2022 Q1	–	Sell	-2,147	Closed	-$200K	–	225
2021 Q4	$200K	Buy	+2,147	New	+$168K	0.05%	191

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Street Partners's MU Position: Q1 2026 in Review

Principal Street Partners reduced its Micron Technology (MU) stake by 9.8% in Q1 2026, selling an estimated $280K and leaving 6,607 shares worth $2.23M. The position accounts for 0.36% of the portfolio, ranked #62.

Principal Street Partners first reported a position in MU in Q4 2021 and has held it in 5 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Principal Street Partners held 6,607 shares of Micron Technology worth $2.23M as of Q1 2026.
Principal Street Partners sold 714 Micron Technology shares in Q1 2026, an estimated $280K.
Micron Technology made up 0.36% of Principal Street Partners's portfolio in Q1 2026, its #62 holding.
Principal Street Partners first reported a position in Micron Technology in Q4 2021 and has held it in 5 quarters since.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.