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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
2025
Q2 		– Sell
-26,632
Closed -$1.76M – 310
2025
Q1 		$1.76M Buy
+26,632
New +$2.56M 0.34% 77

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fulcrum Asset Management's MU Position: Q1 2026 in Review

Fulcrum Asset Management reduced its Micron Technology (MU) stake by 27% in Q1 2026, selling an estimated $3.05M and leaving 21,469 shares worth $6.91M. The position accounts for 1.04% of the portfolio, ranked #29.

Fulcrum Asset Management first reported a position in MU in Q2 2020 and has held it in 5 quarters since. The position peaked at $8.56M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold MU as of Q1 2026.

  • Fulcrum Asset Management held 21,469 shares of Micron Technology worth $6.91M as of Q1 2026.
  • Fulcrum Asset Management sold 7,788 Micron Technology shares in Q1 2026, an estimated $3.05M.
  • Micron Technology made up 1.04% of Fulcrum Asset Management's portfolio in Q1 2026, its #29 holding.
  • Fulcrum Asset Management first reported a position in Micron Technology in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Micron Technology position peaked at $8.56M in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.