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Stony Point Capital’s Micron Technology MU Stock Holding History

Stony Point 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 		$30.8M Buy
+26,667
New +$20M 2% 16
2025
Q2 		– Sell
-95,299
Closed -$8.28M – 44
2025
Q1 		$8.28M Buy
95,299
+51,341
+117% +$4.93M 0.85% 40
2024
Q4 		$3.7M Hold
43,958
– – 0.76% 37
2024
Q3 		$4.56M Buy
43,958
+1,466
+3% +$153K 1.09% 39
2024
Q2 		$5.59M Buy
+42,492
New +$5.35M 1.43% 33

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 $3.38T AUM 44.17% 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

Stony Point Capital's MU Position: Q2 2026 in Review

Stony Point Capital opened a new position in Micron Technology (MU) in Q2 2026: 26,667 shares worth $30.8M. The stake represents 2% of the portfolio and ranks #16 among its holdings. This is a return to the name: Stony Point Capital previously reported a position in MU as recently as Q1 2025.

Stony Point Capital first reported a position in MU in Q2 2024 and has held it in 5 quarters since. 3,913 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Stony Point Capital held 26,667 shares of Micron Technology worth $30.8M as of Q2 2026.
  • Micron Technology was a new Stony Point Capital position in Q2 2026.
  • Micron Technology made up 2% of Stony Point Capital's portfolio in Q2 2026, its #16 holding.
  • Stony Point Capital first reported a position in Micron Technology in Q2 2024 and has held it in 5 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.