Sawgrass Asset Management’s Micron Technology MU Stock Holding History

Sawgrass Asset 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	$3.52M	Sell	3,053 -151	-5%	-$113K	0.47%	49
2026 Q1	$1.08M	Buy	3,204 +42	+1%	+$16.5K	0.16%	92
2025 Q4	$902K	Hold	3,162	–	–	0.11%	106
2025 Q3	$529K	Buy	3,162 +682	+28%	+$87.3K	0.07%	125
2025 Q2	$306K	Hold	2,480	–	–	0.03%	149
2025 Q1	$215K	Hold	2,480	–	–	0.03%	164
2024 Q4	$209K	Hold	2,480	–	–	0.02%	169
2024 Q3	$257K	Hold	2,480	–	–	0.03%	165
2024 Q2	$326K	Hold	2,480	–	–	0.04%	150
2024 Q1	$292K	Hold	2,480	–	–	0.03%	167
2023 Q4	$212K	Buy	+2,480	New	+$184K	0.02%	190

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 $3.37T AUM 44.26% 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

Sawgrass Asset Management's MU Position: Q2 2026 in Review

Sawgrass Asset Management reduced its Micron Technology (MU) stake by 4.7% in Q2 2026, selling an estimated $113K and leaving 3,053 shares worth $3.52M. The position accounts for 0.47% of the portfolio, ranked #49.

Sawgrass Asset Management first reported a position in MU in Q4 2023 and has held it in 11 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Sawgrass Asset Management held 3,053 shares of Micron Technology worth $3.52M as of Q2 2026.
Sawgrass Asset Management sold 151 Micron Technology shares in Q2 2026, an estimated $113K.
Micron Technology made up 0.47% of Sawgrass Asset Management's portfolio in Q2 2026, its #49 holding.
Sawgrass Asset Management first reported a position in Micron Technology in Q4 2023 and has held it in 11 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.