Chesley Taft & Associates LLC MU β€” MICRON TECHNOLOGY INC

Ownership history in Chesley Taft & Associates LLC  Β·  3 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported MICRON TECHNOLOGY INC (MU) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.29% in 2026 Q2. The latest visible filing shows MU at 0.29% 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.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in MICRON TECHNOLOGY INC, 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 Q2

MU was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 Chesley Taft & Associates LLC held MU β€” position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 6,502 +3,454 +113.3% 0.29% $7.5M 2026-07-08 $948.80
2026 Q1 ADDED β€” β€” β€” 3,048 +74 +2.5% 0.04% $1.0M 2026-04-13 $426.49
2025 Q4 INITIATED β€” β€” β€” 2,974 β€” β€” 0.03% $849K 2026-01-14 $333.16

FAQ About Chesley Taft & Associates LLC and MU

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

How long has Chesley Taft & Associates LLC reported owning MU?

Chesley Taft & Associates LLC reported MU across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported MU position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for MU was 0.29% in 2026 Q2.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q2, when Chesley Taft & Associates LLC reported 6,502 shares, equal to 0.29% of portfolio, with an estimated market value of $7.5M.

What does the chart on this MU ownership page compare?

The chart compares Chesley Taft & Associates LLC'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.

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