Fulcrum Asset Management’s Micron Technology MU Stock Holding History

Fulcrum Asset 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	$23.7M	Sell	20,696 -773	-4%	-$580K	2.36%	3
2026 Q1	$6.91M	Sell	21,469 -7,788	-27%	-$3.05M	1.04%	29
2025 Q4	$8.56M	Sell	29,257 -4,813	-14%	-$1.1M	2.38%	8
2025 Q3	$5.7M	Buy	34,070 +5,229	+18%	+$669K	1.58%	15
2025 Q2	$3.55M	Buy	+28,841	New	+$2.69M	1.01%	28
2022 Q1	–	Hold	0	–	–	–	57
2021 Q4	–	Hold	0	–	–	–	89
2021 Q3	–	Hold	0	–	–	–	90
2021 Q1	–	Hold	0	–	–	–	74
2020 Q4	–	Hold	0	–	–	–	65
2020 Q3	–	Sell	-30,552	Closed	-$1.69M	–	164
2020 Q2	$1.69M	Buy	+30,552	New	+$1.44M	0.57%	66

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fulcrum Asset Management's MU Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Micron Technology (MU) stake by 3.6% in Q2 2026, selling an estimated $580K and leaving 20,696 shares worth $23.7M. The position accounts for 2.36% of the portfolio, ranked #3.

Fulcrum Asset Management first reported a position in MU in Q2 2020 and has held it in 6 quarters since. 3,874 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Fulcrum Asset Management held 20,696 shares of Micron Technology worth $23.7M as of Q2 2026.
Fulcrum Asset Management sold 773 Micron Technology shares in Q2 2026, an estimated $580K.
Micron Technology made up 2.36% of Fulcrum Asset Management's portfolio in Q2 2026, its #3 holding.
Fulcrum Asset Management first reported a position in Micron Technology in Q2 2020 and has held it in 6 quarters since.
3,874 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.