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SummitTX Capital’s Micron Technology MU Stock Holding History

SummitTX 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 		$25.9M Buy
+22,430
New +$16.8M 0.67% 13
2026
Q1 		– Sell
-5,545
Closed -$1.58M – 901
2025
Q4 		$1.58M Buy
+5,545
New +$1.27M 0.05% 341
2025
Q2 		– Sell
-123,051
Closed -$10.7M – 927
2025
Q1 		$10.7M Buy
+123,051
New +$11.8M 0.46% 36

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

SummitTX Capital's MU Position: Q2 2026 in Review

SummitTX Capital opened a new position in Micron Technology (MU) in Q2 2026: 22,430 shares worth $25.9M. The stake represents 0.67% of the portfolio and ranks #13 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in MU as recently as Q4 2025.

SummitTX Capital first reported a position in MU in Q1 2025 and has held it in 3 quarters since. 3,868 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • SummitTX Capital held 22,430 shares of Micron Technology worth $25.9M as of Q2 2026.
  • Micron Technology was a new SummitTX Capital position in Q2 2026.
  • Micron Technology made up 0.67% of SummitTX Capital's portfolio in Q2 2026, its #13 holding.
  • SummitTX Capital first reported a position in Micron Technology in Q1 2025 and has held it in 3 quarters since.
  • 3,868 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.