Thomist Capital Management’s Micron Technology MU Stock Holding History

Thomist 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 Q2	$958K	Buy	+830	New	+$622K	0.3%	36

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Thomist Capital Management's MU Position: Q2 2026 in Review

Thomist Capital Management opened a new position in Micron Technology (MU) in Q2 2026: 830 shares worth $958K. The stake represents 0.3% of the portfolio and ranks #36 among its holdings.

3,871 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Thomist Capital Management held 830 shares of Micron Technology worth $958K as of Q2 2026.
Micron Technology was a new Thomist Capital Management position in Q2 2026.
Micron Technology made up 0.3% of Thomist Capital Management's portfolio in Q2 2026, its #36 holding.
3,871 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

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