Brookstone Capital Management 13F: Adds $22M to MU Stake

Brookstone Capital Management lifted its holdings in Micron Technology, Inc. (MU) by 51.6% during the quarter, according to a Form 13F filed with the SEC on October 22, 2026. The firm acquired an additional 20,369 shares, bringing its total ownership to 59,878 shares. The reported value of the position stood at $63,776,656 at the time of the filing.

MU Micron Technology, Inc.

$856.49 ▲ +171.74% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Brookstone Capital Management's Micron Technology Position

Brookstone Capital Management expanded its investment in the semiconductor maker from 39,509 shares up to 59,878 shares. This 51.6% increase grew the firm's holding size significantly during the period covered by the latest SEC disclosure.

Other Institutional Activity in Micron Technology

Other investment managers also adjusted their stakes in Micron Technology around the filing date. Perigon Wealth Management reduced its holdings by 7.3%, selling 2,349 shares to finish with 29,670 shares valued at $31,602,129. RMR Wealth Builders trimmed its position by 7.3% by selling 924 shares, ending with 11,686 shares worth $12,447,308. Oriental Harbor Investment Master Fund grew its holdings by 2.2%, adding 3,306 shares to hold 150,893 shares valued at $160,717,643. SBI Securities pared its stake by 24.2%, shedding 27,192 shares to close the period with 84,966 shares worth $90,498,136. Barings cut its position sharply by 65.7%, selling 1,686 shares to end with 879 shares worth $936,232.

Micron Technology, Inc. Stock Down 4.4%

Micron Technology shares closed at $856.49 on October 22, 2026. The stock recently traded around $857.01 as of October 23, 2026, which is up about 0.1% since that filing date close.

Recent Earnings

Micron Technology reported trailing twelve month revenue of $133,188,001,792 and an EPS of $74.33. The company generated a net profit margin of 63.8% and achieved a return on equity of 88.3%. The next earnings release is scheduled for December 23, 2026.

Dividend

Micron Technology pays an annual dividend rate of $0.60 per share, yielding 0.07% with a dividend payout ratio of 0.7%.

Insider Buying and Selling at Micron Technology, Inc.

Company insiders executed several stock sales prior to the filing. Chief Executive Officer Sanjay Mehrotra sold 31,285 shares on July 24, 2026, valued at $28,995,816, and later sold 40,000 shares on August 21, 2026, worth $38,756,162. Officer Sumit Sadana sold 15,000 shares on August 18, 2026, at an average price of $934.29 for a total of $14,014,350. President Scott J. Deboer sold 28,544 shares on October 16, 2026, valued at $25,690,216.

Analysts Set New Price Targets

Analyst coverage includes several rating updates from major firms. On October 1, 2026, Mizuho maintained an Outperform rating with a $1400.00 price target. DA Davidson maintained a Buy rating on October 7, 2026, raising its target to $3000.00. Rosenblatt maintained a Buy rating on October 13, 2026, with a $1900.00 target, and reiterated that rating on October 22, 2026. Needham reiterated a Buy rating on October 22, 2026, with a $1650.00 price target. The stock carries a consensus recommendation of strong buy across 46 analyst opinions.

About Micron Technology

Micron Technology, Inc. designs and manufactures memory and storage products used across cloud data centers, mobile devices, automotive systems, and consumer electronics. Based in Boise, Idaho, the company plays a central role in supplying essential hardware components for modern computing infrastructure.

Bottom Line

Investors tracking Micron Technology will look ahead to the company's next earnings report on December 23, 2026, for further updates on financial performance. Future institutional filings will show whether funds like Brookstone Capital Management continue to adjust their stakes.