Donald Smith & Co's MU Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 2,488 shares of Micron Technology, Inc. (MU) worth $416,292, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Donald Smith & Co has maintained a long-term strategic position in MU, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 629,193 shares. Largest reduction occurred in Q3 2013, reducing 4.52 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Micron Technology (MU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Micron Technology (MU) Trades by Donald Smith & Co
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +27.03 M | Add 0.00% | 27.03 M | $14.33 |
| Q3 2013 | -4.52 M | Reduce 16.73% | 22.5 M | $17.47 |
| Q4 2013 | -2.18 M | Reduce 9.70% | 20.32 M | $21.75 |
| Q1 2014 | -101,341 | Reduce 0.50% | 20.22 M | $23.66 |
| Q2 2014 | -1.53 M | Reduce 7.56% | 18.69 M | $32.95 |
| Q3 2014 | -2.16 M | Reduce 11.54% | 16.53 M | $34.26 |
| Q4 2014 | -894,363 | Reduce 5.41% | 15.64 M | $35.01 |
| Q1 2015 | -331,348 | Reduce 2.12% | 15.31 M | $27.13 |
| Q2 2015 | -44,614 | Reduce 0.29% | 15.26 M | $18.84 |
| Q3 2015 | -1.1 M | Reduce 7.18% | 14.17 M | $14.98 |
| Q4 2015 | -45,862 | Reduce 0.32% | 14.12 M | $14.16 |
| Q1 2016 | +498,493 | Add 3.53% | 14.62 M | $10.47 |
| Q2 2016 | +629,193 | Add 4.30% | 15.25 M | $13.76 |
| Q3 2016 | -1,826 | Reduce 0.01% | 15.25 M | $17.78 |
| Q4 2016 | -468,986 | Reduce 3.08% | 14.78 M | $21.92 |
| Q1 2017 | -996,776 | Reduce 6.74% | 13.78 M | $28.90 |
| Q2 2017 | -432,994 | Reduce 3.14% | 13.35 M | $29.86 |
| Q3 2017 | -1.24 M | Reduce 9.28% | 12.11 M | $39.33 |
| Q4 2017 | -1.3 M | Reduce 10.74% | 10.81 M | $41.12 |
| Q1 2018 | -2.37 M | Reduce 21.96% | 8.44 M | $52.14 |
| Q2 2018 | -677,543 | Reduce 8.03% | 7.76 M | $52.44 |
| Q3 2018 | -89,822 | Reduce 1.16% | 7.67 M | $45.23 |
| Q4 2018 | +33,433 | Add 0.44% | 7.7 M | $31.73 |
| Q1 2019 | -1.99 M | Reduce 25.81% | 5.71 M | $41.33 |
| Q2 2019 | -1.33 M | Reduce 23.25% | 4.39 M | $38.59 |
| Q3 2019 | -2.08 M | Reduce 47.50% | 2.3 M | $42.85 |
| Q4 2019 | -305,775 | Reduce 13.28% | 2 M | $53.78 |
| Q1 2020 | -126,897 | Reduce 6.35% | 1.87 M | $42.06 |
| Q2 2020 | -197,798 | Reduce 10.58% | 1.67 M | $51.52 |
| Q3 2020 | -283,820 | Reduce 16.97% | 1.39 M | $46.96 |
| Q4 2020 | -518,983 | Reduce 37.38% | 869,361 | $75.18 |
| Q1 2021 | -172,066 | Reduce 19.79% | 697,295 | $88.21 |
| Q2 2021 | +617 | Add 0.09% | 697,912 | $84.98 |
| Q3 2021 | +576 | Add 0.08% | 698,488 | $70.98 |
| Q4 2021 | -59,958 | Reduce 8.58% | 638,530 | $93.15 |
| Q1 2022 | +91 | Add 0.01% | 638,621 | $77.89 |
| Q2 2022 | +19,559 | Add 3.06% | 658,180 | $55.28 |
| Q3 2022 | -10 | Reduce 0.00% | 658,170 | $50.10 |
| Q4 2022 | -3,139 | Reduce 0.48% | 655,031 | $49.98 |
| Q1 2023 | -49,725 | Reduce 7.59% | 605,306 | $60.34 |
| Q2 2023 | -371 | Reduce 0.06% | 604,935 | $63.11 |
| Q3 2023 | +71 | Add 0.01% | 605,006 | $68.03 |
| Q4 2023 | -488 | Reduce 0.08% | 604,518 | $85.34 |
| Q1 2024 | -55,916 | Reduce 9.25% | 548,602 | $117.89 |
| Q2 2024 | -175,934 | Reduce 32.07% | 372,668 | $131.53 |
| Q3 2024 | -11,324 | Reduce 3.04% | 361,344 | $103.71 |
| Q4 2024 | -1,142 | Reduce 0.32% | 360,202 | $84.16 |
| Q1 2025 | -318 | Reduce 0.09% | 359,884 | $86.89 |
| Q2 2025 | -100,431 | Reduce 27.91% | 259,453 | $123.25 |
| Q3 2025 | -256,965 | Reduce 99.04% | 2,488 | $167.32 |
Donald Smith & Co's Micron Technology Investment FAQs
Donald Smith & Co first purchased Micron Technology, Inc. (MU) in Q2 2013, acquiring 27,025,194 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Micron Technology, Inc. (MU) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's largest addition to Micron Technology, Inc. (MU) was in Q2 2013, adding 27,025,194 shares worth $387.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 2,488 shares of Micron Technology, Inc. (MU), valued at approximately $416,292. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Micron Technology, Inc. (MU) represents approximately 0.01% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's peak holding in Micron Technology, Inc. (MU) was 27,025,194 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.