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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvey Capital Management's MU Position: Q1 2026 in Review

Harvey Capital Management reduced its Micron Technology (MU) stake by 48% in Q1 2026, selling an estimated $3.44M and leaving 9,678 shares worth $3.27M. The position accounts for 0.75% of the portfolio, ranked #40.

Harvey Capital Management first reported a position in MU in Q2 2022 and has held it in 12 quarters since. The position peaked at $5.27M in Q4 2025. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Harvey Capital Management held 9,678 shares of Micron Technology worth $3.27M as of Q1 2026.
Harvey Capital Management sold 8,793 Micron Technology shares in Q1 2026, an estimated $3.44M.
Micron Technology made up 0.75% of Harvey Capital Management's portfolio in Q1 2026, its #40 holding.
Harvey Capital Management first reported a position in Micron Technology in Q2 2022 and has held it in 12 quarters since.
Harvey Capital Management's Micron Technology position peaked at $5.27M in Q4 2025.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Harvey Capital Management's 13F filing for Q1 2026, filed 11 May 2026.