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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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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. 3,913 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.
  • 3,913 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.