S.A. Mason’s Micron Technology MU Stock Holding History

S.A. Mason’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	$1.77M	Sell	5,246 -59	-1%	-$23.1K	0.67%	39
2025 Q4	$1.51M	Buy	5,305 +4,030	+316%	+$925K	0.6%	44
2025 Q3	$213K	Buy	1,275 +100	+9%	+$12.8K	0.09%	181
2025 Q2	$145K	Hold	1,175	–	–	0.07%	199
2025 Q1	$102K	Hold	1,175	–	–	0.05%	227
2024 Q4	$98.9K	Buy	+1,175	New	+$120K	0.05%	233
2023 Q3	–	Sell	-907	Closed	-$54.7K	–	319
2023 Q2	$54.7K	Hold	907	–	–	0.04%	244
2023 Q1	$54.7K	Buy	907 +32	+4%	+$1.88K	0.04%	244
2022 Q4	$43.7K	Hold	875	–	–	0.03%	255
2022 Q3	$44K	Hold	875	–	–	0.03%	259
2022 Q2	$48K	Hold	875	–	–	0.04%	253
2022 Q1	$68K	Buy	875 +250	+40%	+$21.3K	0.04%	247
2021 Q4	$58K	Buy	+625	New	+$48.8K	0.03%	253
2020 Q1	–	Sell	-75	Closed	-$4K	–	438
2019 Q4	$4K	Buy	+75	New	+$3.58K	﹤0.01%	393

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

S.A. Mason's MU Position: Q1 2026 in Review

S.A. Mason reduced its Micron Technology (MU) stake by 1.1% in Q1 2026, selling an estimated $23.1K and leaving 5,246 shares worth $1.77M. The position accounts for 0.67% of the portfolio, ranked #39.

S.A. Mason first reported a position in MU in Q4 2019 and has held it in 14 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

S.A. Mason held 5,246 shares of Micron Technology worth $1.77M as of Q1 2026.
S.A. Mason sold 59 Micron Technology shares in Q1 2026, an estimated $23.1K.
Micron Technology made up 0.67% of S.A. Mason's portfolio in Q1 2026, its #39 holding.
S.A. Mason first reported a position in Micron Technology in Q4 2019 and has held it in 14 quarters since.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.