Asset Management One Co., Ltd. MU MICRON TECHNOLOGY INC COM COM

Ownership history in Asset Management One Co., Ltd.  ·  104 quarters on record

AI Ownership Summary

Asset Management One Co., Ltd. reported MICRON TECHNOLOGY INC COM COM (MU) in 104 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows MU at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Asset Management One Co., Ltd.'s position in MICRON TECHNOLOGY INC COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MU was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Asset Management One Co., Ltd. held MU — position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 506,903 -6,091 -1.2% 0.51% $171.3M 2026-05-08 $746.81
2025 Q4 ADDED 512,994 +23,121 +4.7% 0.42% $150.9M 2026-01-27 $410.07
2025 Q3 ADDED 489,873 +20,014 +4.3% 0.24% $82.0M 2025-10-22 $198.31
2025 Q2 ADDED 469,859 +13,483 +3.0% 0.18% $57.9M 2025-07-31 $108.98
2025 Q1 ADDED 456,376 +23,150 +5.3% 0.14% $39.7M 2025-04-23 $72.76
2024 Q4 ADDED 433,226 +7,465 +1.8% 0.13% $38.4M 2025-01-30 $92.16
2024 Q3 ADDED 425,761 +5,018 +1.2% 0.16% $44.2M 2024-10-30 $103.56
2024 Q2 ADDED 420,743 +6,348 +1.5% 0.21% $55.3M 2024-07-18 $116.73
2024 Q1 REDUCED 414,395 -17,082 -4.0% 0.19% $48.9M 2024-05-02 $111.55
2023 Q4 REDUCED 5.6% +45.8% 431,477 -25,363 -5.6% 0.15% $37.1M 2024-01-24 $87.38
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Asset Management One Co., Ltd. and MU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Asset Management One Co., Ltd. reported owning MU?

Asset Management One Co., Ltd. reported MU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MU position in Asset Management One Co., Ltd.'s portfolio?

The largest reported portfolio weight for MU was 0.51% in 2026 Q1.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q1, when Asset Management One Co., Ltd. reported 506,903 shares, equal to 0.51% of portfolio, with an estimated market value of $171.3M.

What does the chart on this MU ownership page compare?

The chart compares Asset Management One Co., Ltd.'s quarterly MU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Asset Management One Co., Ltd. time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, Asset Management One Co., Ltd. correctly timed 50 out of 96 reported position changes (52%). The annualised alpha on MU relative to SPY over the holding period was +0.5%.

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