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Walker Asset Management’s Micron Technology MU Stock Holding History

Walker Asset 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 		$3.58M Sell
3,103
-174
-5% -$130K 1.81% 10
2026
Q1 		$1.11M Buy
3,277
+36
+1% +$14.1K 0.6% 32
2025
Q4 		$925K Buy
3,241
+291
+10% +$66.8K 0.5% 37
2025
Q3 		$494K Buy
2,950
+3
+0.1% +$384 0.28% 71
2025
Q2 		$363K Buy
2,947
+5
+0.2% +$467 0.21% 83
2025
Q1 		$256K Buy
2,942
+3
+0.1% +$288 0.16% 115
2024
Q4 		$247K Buy
2,939
+3
+0.1% +$305 0.15% 118
2024
Q3 		$305K Buy
2,936
+3
+0.1% +$314 0.19% 97
2024
Q2 		$386K Buy
2,933
+2
+0.1% +$252 0.26% 70
2024
Q1 		$346K Buy
2,931
+4
+0.1% +$362 0.23% 84
2023
Q4 		$250K Buy
+2,927
New +$217K 0.18% 108
2022
Q1 		– Sell
-2,361
Closed -$220K – 96
2021
Q4 		$220K Buy
+2,361
New +$184K 0.19% 76

Other funds holding MU

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Walker Asset Management's MU Position: Q2 2026 in Review

Walker Asset Management reduced its Micron Technology (MU) stake by 5.3% in Q2 2026, selling an estimated $130K and leaving 3,103 shares worth $3.58M. The position accounts for 1.81% of the portfolio, ranked #10.

Walker Asset Management first reported a position in MU in Q4 2021 and has held it in 12 quarters since. 648 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Walker Asset Management held 3,103 shares of Micron Technology worth $3.58M as of Q2 2026.
  • Walker Asset Management sold 174 Micron Technology shares in Q2 2026, an estimated $130K.
  • Micron Technology made up 1.81% of Walker Asset Management's portfolio in Q2 2026, its #10 holding.
  • Walker Asset Management first reported a position in Micron Technology in Q4 2021 and has held it in 12 quarters since.
  • 648 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.