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Howard Capital Management’s Micron Technology MU Stock Holding History

Howard 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 		$36.5M Buy
31,643
+18,265
+137% +$13.7M 0.43% 38
2026
Q1 		$4.52M Sell
13,378
-15,874
-54% -$6.22M 0.07% 75
2025
Q4 		$8.35M Buy
29,252
+666
+2% +$153K 0.11% 57
2025
Q3 		$4.78M Buy
28,586
+174
+0.6% +$22.3K 0.06% 85
2025
Q2 		$3.5M Buy
28,412
+1,771
+7% +$165K 0.05% 114
2025
Q1 		$2.31M Sell
26,641
-4,080
-13% -$392K 0.06% 128
2024
Q4 		$2.59M Buy
30,721
+919
+3% +$93.5K 0.04% 130
2024
Q3 		$3.09M Buy
+29,802
New +$3.12M 0.05% 114
2018
Q2 		– Sell
-9,271
Closed -$478K – 97
2018
Q1 		$478K Buy
9,271
+4,118
+80% +$197K 0.06% 65
2017
Q4 		$212K Buy
+5,153
New +$222K 0.03% 88

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

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

Howard Capital Management increased its Micron Technology (MU) stake by 137% in Q2 2026, buying an estimated $13.7M and bringing the position to 31,643 shares worth $36.5M. The position accounts for 0.43% of the portfolio, ranked #38.

Howard Capital Management first reported a position in MU in Q4 2017 and has held it in 10 quarters since. 3,888 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Howard Capital Management held 31,643 shares of Micron Technology worth $36.5M as of Q2 2026.
  • Howard Capital Management bought 18,265 Micron Technology shares in Q2 2026, an estimated $13.7M.
  • Micron Technology made up 0.43% of Howard Capital Management's portfolio in Q2 2026, its #38 holding.
  • Howard Capital Management first reported a position in Micron Technology in Q4 2017 and has held it in 10 quarters since.
  • 3,888 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.