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Semanteon Capital Management’s Micron Technology MU Stock Holding History

Semanteon 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
2025
Q4 		– Sell
-3,402
Closed -$569K – 113
2025
Q3 		$569K Buy
+3,402
New +$435K 0.71% 27
2024
Q3 		– Sell
-8,731
Closed -$1.15M – 268
2024
Q2 		$1.15M Sell
8,731
-2,262
-21% -$285K 0.81% 51
2024
Q1 		$1.3M Buy
+10,993
New +$995K 0.83% 28

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Semanteon Capital Management's MU Position: Q4 2025 in Review

Semanteon Capital Management sold out of Micron Technology (MU) in Q4 2025, closing a stake of 3,402 shares — an estimated $569K sold.

Semanteon Capital Management first reported a position in MU in Q1 2024 and held it in 3 quarters. The position peaked at $1.3M in Q1 2024. 2,691 funds tracked by Wall St. Rank hold MU as of Q4 2025.

  • Semanteon Capital Management reported no remaining Micron Technology position as of Q4 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 3,402 Micron Technology shares in Q4 2025, an estimated $569K.
  • Semanteon Capital Management first reported a position in Micron Technology in Q1 2024 and held it in 3 quarters.
  • Semanteon Capital Management's Micron Technology position peaked at $1.3M in Q1 2024.
  • 2,691 funds tracked by Wall St. Rank held Micron Technology as of Q4 2025.

Based on Semanteon Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.