Ring Mountain Capital’s Micron Technology MU Stock Holding History

Ring Mountain Capital’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	$2.75M	Buy	8,150 +332	+4%	+$130K	1.51%	16
2025 Q4	$2.84M	Sell	7,818 -101	-1%	-$23.2K	1.45%	17
2025 Q3	$1.32M	Buy	7,919 +572	+8%	+$73.2K	0.73%	27
2025 Q2	$840K	Sell	7,347 -372	-5%	-$34.7K	0.51%	34
2025 Q1	$671K	Sell	7,719 -95	-1%	-$9.12K	0.5%	34
2024 Q4	$658K	Buy	+7,814	New	+$795K	0.44%	38

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

Ring Mountain Capital's MU Position: Q1 2026 in Review

Ring Mountain Capital increased its Micron Technology (MU) stake by 4.2% in Q1 2026, buying an estimated $130K and bringing the position to 8,150 shares worth $2.75M. The position accounts for 1.51% of the portfolio, ranked #16.

Ring Mountain Capital first reported a position in MU in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Ring Mountain Capital held 8,150 shares of Micron Technology worth $2.75M as of Q1 2026.
Ring Mountain Capital bought 332 Micron Technology shares in Q1 2026, an estimated $130K.
Micron Technology made up 1.51% of Ring Mountain Capital's portfolio in Q1 2026, its #16 holding.
Ring Mountain Capital first reported a position in Micron Technology in Q4 2024 and has held it in 6 quarters since.
Ring Mountain Capital's Micron Technology position peaked at $2.84M in Q4 2025.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.