TFR Capital
MU icon

TFR Capital’s Micron Technology MU Stock Holding History

TFR 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
Q3 		$2.83M Buy
2,655
+1,509
+132% +$1.43M 0.73% 37
2026
Q2 		$1.32M Buy
1,146
+32
+3% +$24K 0.37% 73
2026
Q1 		$376K Buy
1,114
+171
+18% +$67K 0.12% 120
2025
Q4 		$269K Buy
+943
New +$216K 0.09% 142

Other funds holding MU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

TFR Capital's MU Position: Q3 2026 in Review

TFR Capital increased its Micron Technology (MU) stake by 132% in Q3 2026, buying an estimated $1.43M and bringing the position to 2,655 shares worth $2.83M. The position accounts for 0.73% of the portfolio, ranked #37.

TFR Capital first reported a position in MU in Q4 2025 and has held it in 4 quarters since. 3,500 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • TFR Capital held 2,655 shares of Micron Technology worth $2.83M as of Q3 2026.
  • TFR Capital bought 1,509 Micron Technology shares in Q3 2026, an estimated $1.43M.
  • Micron Technology made up 0.73% of TFR Capital's portfolio in Q3 2026, its #37 holding.
  • TFR Capital first reported a position in Micron Technology in Q4 2025 and has held it in 4 quarters since.
  • 3,500 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.