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Thoroughbred Financial Services’s Micron Technology MU Stock Holding History

Thoroughbred Financial Services’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 		$19.5M Buy
57,752
+3,474
+6% +$1.36M 1.17% 18
2025
Q4 		$15.5M Buy
54,278
+6,177
+13% +$1.42M 0.92% 27
2025
Q3 		$8.05M Buy
48,101
+31,292
+186% +$4M 0.5% 41
2025
Q2 		$2.07M Sell
16,809
-3,146
-16% -$294K 0.14% 148
2025
Q1 		$1.73M Buy
19,955
+660
+3% +$63.4K 0.11% 195
2024
Q4 		$1.62M Buy
19,295
+156
+0.8% +$15.9K 0.1% 193
2024
Q3 		$1.98M Sell
19,139
-3,793
-17% -$397K 0.13% 154
2024
Q2 		$3.02M Buy
22,932
+6,922
+43% +$872K 0.2% 98
2024
Q1 		$1.89M Sell
16,010
-5,844
-27% -$529K 0.18% 118
2023
Q4 		$1.86M Sell
21,854
-2,446
-10% -$182K 0.15% 140
2023
Q3 		$1.65M Sell
24,300
-15,948
-40% -$1.07M 0.16% 134
2023
Q2 		$2.54M Sell
40,248
-6,408
-14% -$412K 0.33% 73
2023
Q1 		$2.81M Sell
46,656
-6,840
-13% -$401K 0.42% 64
2022
Q4 		$2.67M Sell
53,496
-7,711
-13% -$422K 0.44% 60
2022
Q3 		$3.07M Buy
61,207
+17,374
+40% +$1.01M 0.58% 38
2022
Q2 		$2.42M Buy
43,833
+18,533
+73% +$1.26M 0.45% 53
2022
Q1 		$1.97M Buy
25,300
+10,806
+75% +$921K 0.32% 75
2021
Q4 		$1.35M Buy
14,494
+1,379
+11% +$108K 0.28% 87
2021
Q3 		$930K Buy
13,115
+311
+2% +$23.4K 0.23% 106
2021
Q2 		$1.09M Buy
12,804
+6,100
+91% +$515K 0.27% 89
2021
Q1 		$591K Buy
6,704
+188
+3% +$15.9K 0.16% 143
2020
Q4 		$489K Hold
6,516
– – 0.15% 149
2020
Q3 		$305K Sell
6,516
-856
-12% -$41.4K 0.11% 172
2020
Q2 		$380K Sell
7,372
-245
-3% -$11.6K 0.16% 149
2020
Q1 		$320K Buy
7,617
+164
+2% +$8.53K 0.11% 173
2019
Q4 		$401K Sell
7,453
-279
-4% -$13.3K 0.13% 167
2019
Q3 		$331K Hold
7,732
– – 0.13% 173
2019
Q2 		$298K Sell
7,732
-2,928
-27% -$112K 0.11% 150
2019
Q1 		$441K Buy
+10,660
New +$412K 0.18% 133

Other funds holding MU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thoroughbred Financial Services's MU Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Micron Technology (MU) stake by 6.4% in Q1 2026, buying an estimated $1.36M and bringing the position to 57,752 shares worth $19.5M. The position accounts for 1.17% of the portfolio, ranked #18.

Thoroughbred Financial Services first reported a position in MU in Q1 2019 and has held it in 29 quarters since. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Thoroughbred Financial Services held 57,752 shares of Micron Technology worth $19.5M as of Q1 2026.
  • Thoroughbred Financial Services bought 3,474 Micron Technology shares in Q1 2026, an estimated $1.36M.
  • Micron Technology made up 1.17% of Thoroughbred Financial Services's portfolio in Q1 2026, its #18 holding.
  • Thoroughbred Financial Services first reported a position in Micron Technology in Q1 2019 and has held it in 29 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.