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Sapient Capital’s Micron Technology MU Stock Holding History

Sapient 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
Q2 		$73.5M Buy
63,701
+10,706
+20% +$8.03M 0.96% 15
2026
Q1 		$17.9M Buy
52,995
+42,813
+420% +$16.8M 0.27% 55
2025
Q4 		$2.98M Buy
10,182
+3,638
+56% +$835K 0.04% 132
2025
Q3 		$1.07M Buy
6,544
+401
+7% +$51.3K 0.02% 185
2025
Q2 		$757K Buy
6,143
+1,734
+39% +$162K 0.01% 217
2025
Q1 		$384K Buy
4,409
+66
+2% +$6.34K 0.01% 265
2024
Q4 		$366K Buy
4,343
+240
+6% +$24.4K 0.01% 279
2024
Q3 		$426K Sell
4,103
-94
-2% -$9.83K 0.01% 272
2024
Q2 		$552K Buy
4,197
+130
+3% +$16.4K 0.01% 229
2024
Q1 		$480K Buy
4,067
+5
+0.1% +$453 0.01% 243
2023
Q4 		$347K Buy
+4,062
New +$302K 0.01% 270

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sapient Capital's MU Position: Q2 2026 in Review

Sapient Capital increased its Micron Technology (MU) stake by 20% in Q2 2026, buying an estimated $8.03M and bringing the position to 63,701 shares worth $73.5M. The position accounts for 0.96% of the portfolio, ranked #15.

Sapient Capital first reported a position in MU in Q4 2023 and has held it in 11 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Sapient Capital held 63,701 shares of Micron Technology worth $73.5M as of Q2 2026.
  • Sapient Capital bought 10,706 Micron Technology shares in Q2 2026, an estimated $8.03M.
  • Micron Technology made up 0.96% of Sapient Capital's portfolio in Q2 2026, its #15 holding.
  • Sapient Capital first reported a position in Micron Technology in Q4 2023 and has held it in 11 quarters since.
  • 3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.