RD Lewis Holdings’s Micron Technology MU Stock Holding History

RD Lewis Holdings’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	$3.1M	Sell	7,360 -448	-6%	-$175K	2.69%	10
2025 Q4	$3.27M	Sell	7,808 -237	-3%	-$54.4K	2.8%	9
2025 Q3	$1.97M	Sell	8,045 -525	-6%	-$67.2K	1.85%	21
2025 Q2	$959K	Sell	8,570 -650	-7%	-$60.7K	0.97%	36
2025 Q1	$744K	Sell	9,220 -160	-2%	-$15.4K	0.84%	38
2024 Q4	$866K	Buy	+9,380	New	+$954K	0.95%	34

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

RD Lewis Holdings's MU Position: Q1 2026 in Review

RD Lewis Holdings reduced its Micron Technology (MU) stake by 5.7% in Q1 2026, selling an estimated $175K and leaving 7,360 shares worth $3.1M. The position accounts for 2.69% of the portfolio, ranked #10.

RD Lewis Holdings first reported a position in MU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.27M in Q4 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

RD Lewis Holdings held 7,360 shares of Micron Technology worth $3.1M as of Q1 2026.
RD Lewis Holdings sold 448 Micron Technology shares in Q1 2026, an estimated $175K.
Micron Technology made up 2.69% of RD Lewis Holdings's portfolio in Q1 2026, its #10 holding.
RD Lewis Holdings first reported a position in Micron Technology in Q4 2024 and has held it in 6 quarters since.
RD Lewis Holdings's Micron Technology position peaked at $3.27M in Q4 2025.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.