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Totem Point Management’s Micron Technology MU Stock Holding History

Totem Point 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
Q1 		$746K Sell
2,208
-32,245
-94% -$12.6M 0.95% 15
2025
Q4 		$9.83M Sell
34,453
-24,030
-41% -$5.51M 9.81% 6
2025
Q3 		$9.79M Buy
58,483
+9,165
+19% +$1.17M 8.73% 5
2025
Q2 		$6.08M Buy
+49,318
New +$4.61M 6.4% 9
2024
Q3 		– Sell
-41,089
Closed -$5.4M – 20
2024
Q2 		$5.4M Sell
41,089
-39,188
-49% -$4.94M 7.91% 6
2024
Q1 		$9.46M Buy
80,277
+165
+0.2% +$14.9K 10.36% 4
2023
Q4 		$6.84M Sell
80,112
-11,794
-13% -$876K 8.86% 6
2023
Q3 		$6.25M Sell
91,906
-32,000
-26% -$2.14M 8.87% 4
2023
Q2 		$7.82M Sell
123,906
-7,530
-6% -$484K 7.14% 6
2023
Q1 		$7.93M Buy
131,436
+88,667
+207% +$5.2M 7.64% 7
2022
Q4 		$2.14M Buy
+42,769
New +$2.34M 2.9% 10
2022
Q2 		– Sell
-61,007
Closed -$4.75M – 18
2022
Q1 		$4.75M Sell
61,007
-79,009
-56% -$6.74M 3.71% 15
2021
Q4 		$13M Buy
140,016
+60,748
+77% +$4.74M 8.62% 3
2021
Q3 		$5.63M Sell
79,268
-1,219
-2% -$91.5K 3.66% 13
2021
Q2 		$6.84M Sell
80,487
-74,034
-48% -$6.25M 3.43% 16
2021
Q1 		$13.6M Sell
154,521
-46,538
-23% -$3.95M 6.03% 9
2020
Q4 		$15.1M Sell
201,059
-115,940
-37% -$6.99M 6.27% 6
2020
Q3 		$14.9M Buy
+316,999
New +$15.3M 4.94% 11
2020
Q1 		– Sell
-285,919
Closed -$15.4M – 17
2019
Q4 		$15.4M Buy
285,919
+95,723
+50% +$4.57M 6.56% 8
2019
Q3 		$8.15M Sell
190,196
-108,530
-36% -$4.91M 4.49% 9
2019
Q2 		$11.5M Buy
+298,726
New +$11.4M 5.55% 6

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

Totem Point Management's MU Position: Q1 2026 in Review

Totem Point Management reduced its Micron Technology (MU) stake by 94% in Q1 2026, selling an estimated $12.6M and leaving 2,208 shares worth $746K. The position accounts for 0.95% of the portfolio, ranked #15.

Totem Point Management first reported a position in MU in Q2 2019 and has held it in 21 quarters since. The position peaked at $15.4M in Q4 2019. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Totem Point Management held 2,208 shares of Micron Technology worth $746K as of Q1 2026.
  • Totem Point Management sold 32,245 Micron Technology shares in Q1 2026, an estimated $12.6M.
  • Micron Technology made up 0.95% of Totem Point Management's portfolio in Q1 2026, its #15 holding.
  • Totem Point Management first reported a position in Micron Technology in Q2 2019 and has held it in 21 quarters since.
  • Totem Point Management's Micron Technology position peaked at $15.4M in Q4 2019.
  • 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Totem Point Management's 13F filing for Q1 2026, filed 15 May 2026.