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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFR Capital's MU Position: Q1 2026 in Review

TFR Capital increased its Micron Technology (MU) stake by 18% in Q1 2026, buying an estimated $67K and bringing the position to 1,114 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #120.

TFR Capital first reported a position in MU in Q4 2025 and has held it in 2 quarters since. 2,992 funds tracked by Wall St. Rank hold MU as of Q1 2026.

TFR Capital held 1,114 shares of Micron Technology worth $376K as of Q1 2026.
TFR Capital bought 171 Micron Technology shares in Q1 2026, an estimated $67K.
Micron Technology made up 0.12% of TFR Capital's portfolio in Q1 2026, its #120 holding.
TFR Capital first reported a position in Micron Technology in Q4 2025 and has held it in 2 quarters since.
2,992 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on TFR Capital's 13F filing for Q1 2026, filed 4 May 2026.