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Shapiro Capital Management’s Micron Technology MU Stock Holding History

Shapiro 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
Q1 		$27.4M Sell
80,975
-45,309
-36% -$17.7M 1.71% 23
2025
Q4 		$36M Sell
126,284
-268,258
-68% -$61.6M 1.9% 22
2025
Q3 		$66M Sell
394,542
-164,181
-29% -$21M 2.86% 14
2025
Q2 		$68.9M Sell
558,723
-370,339
-40% -$34.6M 3.03% 15
2025
Q1 		$80.7M Sell
929,062
-186,208
-17% -$17.9M 3.33% 12
2024
Q4 		$93.9M Sell
1,115,270
-44,586
-4% -$4.54M 3.19% 13
2024
Q3 		$120M Buy
1,159,856
+420,925
+57% +$44M 3.76% 9
2024
Q2 		$97.2M Sell
738,931
-556,795
-43% -$70.2M 2.95% 17
2024
Q1 		$153M Sell
1,295,726
-261,026
-17% -$23.6M 4.11% 8
2023
Q4 		$133M Sell
1,556,752
-132,651
-8% -$9.85M 3.67% 8
2023
Q3 		$115M Sell
1,689,403
-444,218
-21% -$29.8M 3.35% 14
2023
Q2 		$135M Sell
2,133,621
-100,256
-4% -$6.44M 3.55% 11
2023
Q1 		$135M Buy
2,233,877
+55,075
+3% +$3.23M 3.44% 10
2022
Q4 		$109M Sell
2,178,802
-26,857
-1% -$1.47M 2.91% 17
2022
Q3 		$111M Buy
2,205,659
+291,703
+15% +$16.9M 3.29% 13
2022
Q2 		$106M Buy
1,913,956
+560,705
+41% +$38.1M 2.64% 15
2022
Q1 		$105M Sell
1,353,251
-172,064
-11% -$14.7M 2.21% 18
2021
Q4 		$142M Sell
1,525,315
-81,271
-5% -$6.35M 2.59% 17
2021
Q3 		$114M Sell
1,606,586
-299,865
-16% -$22.5M 2.13% 23
2021
Q2 		$162M Buy
1,906,451
+114,521
+6% +$9.67M 2.82% 12
2021
Q1 		$158M Sell
1,791,930
-31,973
-2% -$2.71M 2.88% 11
2020
Q4 		$137M Sell
1,823,903
-3,921
-0.2% -$236K 2.95% 9
2020
Q3 		$85.8M Buy
1,827,824
+187,689
+11% +$9.08M 2.35% 20
2020
Q2 		$84.5M Buy
1,640,135
+900,760
+122% +$42.5M 2.42% 15
2020
Q1 		$31.1M Buy
+739,375
New +$38.4M 1.06% 37
2019
Q4 		– Sell
-7,000
Closed -$300K – 82
2019
Q3 		$300K Buy
+7,000
New +$317K 0.01% 64
2018
Q4 		– Sell
-12,500
Closed -$565K – 85
2018
Q3 		$565K Buy
+12,500
New +$630K 0.01% 60

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shapiro Capital Management's MU Position: Q1 2026 in Review

Shapiro Capital Management reduced its Micron Technology (MU) stake by 36% in Q1 2026, selling an estimated $17.7M and leaving 80,975 shares worth $27.4M. The position accounts for 1.71% of the portfolio, ranked #23.

Shapiro Capital Management first reported a position in MU in Q3 2018 and has held it in 27 quarters since. The position peaked at $162M in Q2 2021. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Shapiro Capital Management held 80,975 shares of Micron Technology worth $27.4M as of Q1 2026.
  • Shapiro Capital Management sold 45,309 Micron Technology shares in Q1 2026, an estimated $17.7M.
  • Micron Technology made up 1.71% of Shapiro Capital Management's portfolio in Q1 2026, its #23 holding.
  • Shapiro Capital Management first reported a position in Micron Technology in Q3 2018 and has held it in 27 quarters since.
  • Shapiro Capital Management's Micron Technology position peaked at $162M in Q2 2021.
  • 2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Shapiro Capital Management's 13F filing for Q1 2026, filed 15 May 2026.