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Applied Finance Capital Management’s Micron Technology MU Stock Holding History

Applied Finance Capital Management’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,348
Closed -$3.16M – 250
2026
Q1 		$3.16M Buy
+9,348
New +$3.66M 0.24% 62
2025
Q2 		– Sell
-14,361
Closed -$1.25M – 349
2025
Q1 		$1.25M Buy
+14,361
New +$1.38M 0.09% 95

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Applied Finance Capital Management's MU Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Micron Technology (MU) in Q2 2026, closing a stake of 9,348 shares — an estimated $3.16M sold.

Applied Finance Capital Management first reported a position in MU in Q1 2025 and held it in 2 quarters. The position peaked at $3.16M in Q1 2026. 3,884 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Applied Finance Capital Management reported no remaining Micron Technology position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 9,348 Micron Technology shares in Q2 2026, an estimated $3.16M.
  • Applied Finance Capital Management first reported a position in Micron Technology in Q1 2025 and held it in 2 quarters.
  • Applied Finance Capital Management's Micron Technology position peaked at $3.16M in Q1 2026.
  • 3,884 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.