Jeremy Grantham's MU Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 21,000 shares of Micron Technology, Inc. (MU) worth $5.99 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in MU, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 660,500 shares. Largest reduction occurred in Q4 2023, reducing 611,512 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Micron Technology (MU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Micron Technology (MU) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -136,423 | Reduce 86.66% | 21,000 | $285.41 |
| Q3 2025 | -24,263 | Reduce 13.35% | 157,423 | $167.32 |
| Q2 2025 | -56,303 | Reduce 23.66% | 181,686 | $123.25 |
| Q1 2025 | -60,478 | Reduce 20.26% | 237,989 | $86.89 |
| Q4 2024 | +188,554 | Add 171.55% | 298,467 | $84.16 |
| Q3 2024 | -47,520 | Reduce 30.18% | 109,913 | $103.71 |
| Q2 2024 | -45,998 | Reduce 22.61% | 157,433 | $131.53 |
| Q1 2024 | -62,557 | Reduce 23.52% | 203,431 | $117.89 |
| Q4 2023 | -611,512 | Reduce 69.69% | 265,988 | $85.34 |
| Q3 2023 | -93,277 | Reduce 9.61% | 877,500 | $68.03 |
| Q2 2023 | -186,700 | Reduce 16.13% | 970,777 | $63.11 |
| Q1 2023 | +157,237 | Add 15.72% | 1.16 M | $60.34 |
| Q4 2022 | +259,861 | Add 35.10% | 1 M | $49.98 |
| Q3 2022 | +55,463 | Add 8.10% | 740,379 | $50.10 |
| Q2 2022 | +170,796 | Add 33.22% | 684,916 | $55.28 |
| Q1 2022 | +99,354 | Add 23.95% | 514,120 | $77.89 |
| Q4 2021 | -21,400 | Reduce 4.91% | 414,766 | $93.15 |
| Q3 2021 | +48,766 | Add 12.59% | 436,166 | $70.98 |
| Q2 2021 | -91,500 | Reduce 19.11% | 387,400 | $84.98 |
| Q1 2021 | +150,802 | Add 45.96% | 478,900 | $88.21 |
| Q4 2020 | -22,063 | Reduce 6.30% | 328,098 | $75.18 |
| Q3 2020 | +50,400 | Add 16.81% | 350,161 | $46.96 |
| Q2 2020 | +188,177 | Add 168.64% | 299,761 | $51.52 |
| Q1 2020 | +39,000 | Add 53.73% | 111,584 | $42.06 |
| Q4 2019 | +72,584 | New Buy | 72,584 | $53.79 |
| Q1 2019 | -35,900 | Sold Out | 0 | $0.00 |
| Q4 2018 | -493,996 | Reduce 93.23% | 35,900 | $31.73 |
| Q3 2018 | +66,400 | Add 14.33% | 529,896 | $45.23 |
| Q2 2018 | -231,404 | Reduce 33.30% | 463,496 | $52.44 |
| Q1 2018 | -46,400 | Reduce 6.26% | 694,900 | $52.14 |
| Q4 2017 | -153,300 | Reduce 17.14% | 741,300 | $41.12 |
| Q3 2017 | -124,800 | Reduce 12.24% | 894,600 | $39.33 |
| Q2 2017 | +349,000 | Add 52.06% | 1.02 M | $29.86 |
| Q1 2017 | +660,500 | Add 6671.72% | 670,400 | $28.90 |
| Q4 2016 | +9,900 | New Buy | 9,900 | $21.92 |
| Q3 2014 | -8,400 | Sold Out | 0 | $0.00 |
| Q2 2014 | -217,147 | Reduce 96.28% | 8,400 | $32.98 |
| Q1 2014 | -296,300 | Reduce 56.78% | 225,547 | $23.66 |
| Q4 2013 | +115,847 | Add 28.53% | 521,847 | $21.76 |
| Q3 2013 | +94,800 | Add 30.46% | 406,000 | $17.47 |
| Q2 2013 | +311,200 | Add 0.00% | 311,200 | $14.33 |
Jeremy Grantham's Micron Technology Investment FAQs
Jeremy Grantham first purchased Micron Technology, Inc. (MU) in Q2 2013, acquiring 311,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Micron Technology, Inc. (MU) for 41 quarters since Q2 2013.
Jeremy Grantham's largest addition to Micron Technology, Inc. (MU) was in Q1 2017, adding 670,400 shares worth $19.38 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 21,000 shares of Micron Technology, Inc. (MU), valued at approximately $5.99 M.
As of the Q4 2025 filing, Micron Technology, Inc. (MU) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Micron Technology, Inc. (MU) was 1,157,477 shares, as reported at the end of Q1 2023.