Value Aligned Research Advisors’s Micron Technology MU Stock Holding History

Value Aligned Research Advisors’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	$243M	Hold	718,600	–	–	1.17%	24
2025 Q4	$205M	Hold	718,600	–	–	2.06%	16
2025 Q3	$120M	Hold	718,600	–	–	1.47%	23
2025 Q2	$88.6M	Buy	718,600 +608,700	+554%	+$56.9M	1.87%	18
2025 Q1	$9.55M	Buy	109,900 +64,400	+142%	+$6.19M	0.7%	22
2024 Q4	$221K	Buy	+45,500	New	+$4.63M	0.06%	33
2024 Q3	–	Sell	-100	Closed	-$540	–	29
2024 Q2	$540	Buy	+100	New	+$12.6K	﹤0.01%	31

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

Value Aligned Research Advisors's MU Position: Q1 2026 in Review

Value Aligned Research Advisors held its Micron Technology (MU) position steady in Q1 2026 at 218,808 shares worth $73.9M. The position accounts for 0.36% of the portfolio, ranked #46.

Value Aligned Research Advisors first reported a position in MU in Q4 2022 and has held it in 13 quarters since. The position peaked at $248M in Q3 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Value Aligned Research Advisors held 218,808 shares of Micron Technology worth $73.9M as of Q1 2026.
Value Aligned Research Advisors left its Micron Technology share count unchanged in Q1 2026.
Micron Technology made up 0.36% of Value Aligned Research Advisors's portfolio in Q1 2026, its #46 holding.
Value Aligned Research Advisors first reported a position in Micron Technology in Q4 2022 and has held it in 13 quarters since.
Value Aligned Research Advisors's Micron Technology position peaked at $248M in Q3 2025.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.