Sandler Capital Management’s Micron Technology MU Stock Holding History

Sandler 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 Q2	$600K	Buy	+520	New	+$390K	0.3%	106
2026 Q1	–	Sell	-1,400	Closed	-$400K	–	165
2025 Q4	$400K	Buy	+1,400	New	+$321K	0.13%	139
2024 Q2	–	Sell	-55,200	Closed	-$6.51M	–	151
2024 Q1	$6.51M	Buy	+55,200	New	+$5M	0.47%	83
2021 Q2	–	Sell	-90,940	Closed	-$8.02M	–	119
2021 Q1	$8.02M	Buy	+90,940	New	+$7.72M	0.68%	61
2020 Q2	–	Sell	-320,000	Closed	-$13.5M	–	98
2020 Q1	$13.5M	Buy	+320,000	New	+$16.6M	1.86%	15
2015 Q1	–	Sell	-215,000	Closed	-$7.53M	–	230
2014 Q4	$7.53M	Buy	+215,000	New	+$7.12M	0.4%	90

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sandler Capital Management's MU Position: Q2 2026 in Review

Sandler Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 520 shares worth $600K. The stake represents 0.3% of the portfolio and ranks #106 among its holdings. This is a return to the name: Sandler Capital Management previously reported a position in MU as recently as Q4 2025.

Sandler Capital Management first reported a position in MU in Q4 2014 and has held it in 6 quarters since. The position peaked at $13.5M in Q1 2020. 3,916 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Sandler Capital Management held 520 shares of Micron Technology worth $600K as of Q2 2026.
Micron Technology was a new Sandler Capital Management position in Q2 2026.
Micron Technology made up 0.3% of Sandler Capital Management's portfolio in Q2 2026, its #106 holding.
Sandler Capital Management first reported a position in Micron Technology in Q4 2014 and has held it in 6 quarters since.
Sandler Capital Management's Micron Technology position peaked at $13.5M in Q1 2020.
3,916 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.