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MUMU
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Position history for Erste Asset Management GmbHErste Asset Management GmbH's holdings in MICRON TECHNOLOGY INC

Yes. Erste Asset Management holds 179,762 shares of MU (Micron Technology), worth $206.1M, as of its Q2 2026 13F filing. It reduced the position by 15,953 shares (-8.2%) from Q1 2026. Erste Asset Management has held MU in every 13F on record since Q1 2019, 30 quarterly filings. MU is 1.6% of Erste Asset Management's reported 13F portfolio.

Current Value

$206.1M

Current Shares

179,762

Total Value Change

+$193.5M

Total Shares Change

+62,199

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
179,762
-8.2%
$206.1M1.6%$1,154.11
0
2026-Q1
Decreased
195,715
-5.1%
$63M0.6%$337.79
0
2025-Q4
Increased
206,159
+48.7%
$60.9M0.5%$285.25
57
2025-Q3
Increased
138,629
+43.8%
$22.7M0.2%$167.05
46
2025-Q2
Increased
96,422
+768.9%
$12M0.1%$122.94
54
2025-Q1
Decreased
11,097
-91.0%
$981,4190.0%$86.67
0
2024-Q4
Increased
123,576
+5.1%
$11M0.1%$83.84
35
2024-Q3
Decreased
117,563
-0.4%
$12.6M0.2%$103.06
0

Other major holders of MU: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP, Invesco Ltd.

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