HCM
MU icon

Harvey Capital Management’s Micron Technology MU Stock Holding History

Harvey 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 		$5.86M Sell
5,073
-4,605
-48% -$3.45M 1.2% 24
2026
Q1 		$3.27M Sell
9,678
-8,793
-48% -$3.44M 0.75% 40
2025
Q4 		$5.27M Sell
18,471
-7,832
-30% -$1.8M 1.12% 24
2025
Q3 		$4.4M Sell
26,303
-1,710
-6% -$219K 0.94% 35
2025
Q2 		$3.39M Sell
28,013
-900
-3% -$84.1K 0.79% 38
2025
Q1 		$2.51M Buy
28,913
+4,553
+19% +$437K 0.66% 42
2024
Q4 		$2.05M Buy
+24,360
New +$2.48M 0.48% 44
2023
Q4 		– Sell
-8,300
Closed -$565K – 76
2023
Q3 		$565K Sell
8,300
-800
-9% -$53.6K 0.2% 54
2023
Q2 		$574K Buy
9,100
+3,700
+69% +$238K 0.21% 57
2023
Q1 		$326K Sell
5,400
-20,665
-79% -$1.21M 0.13% 67
2022
Q4 		$1.3M Sell
26,065
-14,300
-35% -$783K 0.55% 47
2022
Q3 		$2.02M Sell
40,365
-300
-0.7% -$17.4K 0.88% 35
2022
Q2 		$2.25M Buy
+40,665
New +$2.76M 0.88% 36

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 $3.37T 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

Harvey Capital Management's MU Position: Q2 2026 in Review

Harvey Capital Management reduced its Micron Technology (MU) stake by 48% in Q2 2026, selling an estimated $3.45M and leaving 5,073 shares worth $5.86M. The position accounts for 1.2% of the portfolio, ranked #24.

Harvey Capital Management first reported a position in MU in Q2 2022 and has held it in 13 quarters since. 3,894 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Harvey Capital Management held 5,073 shares of Micron Technology worth $5.86M as of Q2 2026.
  • Harvey Capital Management sold 4,605 Micron Technology shares in Q2 2026, an estimated $3.45M.
  • Micron Technology made up 1.2% of Harvey Capital Management's portfolio in Q2 2026, its #24 holding.
  • Harvey Capital Management first reported a position in Micron Technology in Q2 2022 and has held it in 13 quarters since.
  • 3,894 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Harvey Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.