SWS Partners MU — MICRON TECHNOLOGY INC

Ownership history in SWS Partners  ·  7 quarters on record

AI Ownership Summary

SWS Partners reported MICRON TECHNOLOGY INC (MU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.13% in 2025 Q4. The latest visible filing shows MU at 0.85% 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 SWS Partners'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 Q1

MU was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 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.

MU stock page SWS Partners fund profile SWS Partners full holdings
How SWS Partners 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,168 -6,160 -37.7% 0.85% $3.4M 2026-04-21 $449.38
2025 Q4 REDUCED 30.9% +18.4% ❌ 16,328 -7,317 -30.9% 1.13% $4.7M 2026-01-16 $362.60
2025 Q3 REDUCED 12.9% +76.1% ❌ 23,645 -3,513 -12.9% 0.97% $4.0M 2025-10-16 $202.36
2025 Q2 ADDED — — — 27,158 +6,161 +29.3% 0.90% $3.3M 2025-07-17 $113.10
2025 Q1 REDUCED — — — 20,997 -1 -0.0% 0.54% $1.8M 2025-05-19 $98.41
2024 Q4 ADDED — — — 20,998 +4,945 +30.8% 0.54% $1.8M 2025-02-06 $94.19
2024 Q3 INITIATED — — — 16,053 — — 0.53% $1.7M 2024-10-15 $103.80

🏢 Other funds also holding MU

As of 2026 Q1 — sorted by position size

PKO BP BANKOWY Universal Pension Society JSC 27.93% UG Investment Advisers Ltd. 3Y 7Y 20.86% Yong Rong (HK) Asset Management Ltd 3Y 7Y 20.08% Credit Capital Investments LLC 3Y 7Y 18.88% Worthington Financial Partners, LLC 15.35% Tensor Edge Capital, LLC 13.55% Prime Capital Management Co Ltd 3Y 7Y 9.58% CALIFORNIA FIRST LEASING CORP 3Y 8.89% Q Fund Management (Hong Kong) Ltd 8.33% Spectrum Financial Alliance Ltd LLC 3Y 7Y 8.09%

FAQ About SWS Partners and MU

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

How long has SWS Partners reported owning MU?

SWS Partners reported MU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MU position in SWS Partners's portfolio?

The largest reported portfolio weight for MU was 1.13% in 2025 Q4.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q1, when SWS Partners reported 10,168 shares, equal to 0.85% of portfolio, with an estimated market value of $3.4M.

What does the chart on this MU ownership page compare?

The chart compares SWS Partners'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 SWS Partners time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, SWS Partners correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on MU relative to SPY over the holding period was +128.8%.

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