JM2 Capital’s Micron Technology MU Stock Holding History

JM2 Capital’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	$6.8M	Buy	5,894 +37	+0.6%	+$27.7K	4.67%	4
2026 Q1	$1.98M	Buy	5,857 +52	+0.9%	+$20.4K	1.64%	13
2025 Q4	$1.66M	Buy	+5,805	New	+$1.33M	1.33%	18

Other funds holding MU

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JM2 Capital's MU Position: Q2 2026 in Review

JM2 Capital increased its Micron Technology (MU) stake by 0.63% in Q2 2026, buying an estimated $27.7K and bringing the position to 5,894 shares worth $6.8M. The position accounts for 4.67% of the portfolio, ranked #4.

JM2 Capital first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 2,280 funds tracked by Wall St. Rank hold MU as of Q2 2026.

JM2 Capital held 5,894 shares of Micron Technology worth $6.8M as of Q2 2026.
JM2 Capital bought 37 Micron Technology shares in Q2 2026, an estimated $27.7K.
Micron Technology made up 4.67% of JM2 Capital's portfolio in Q2 2026, its #4 holding.
JM2 Capital first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
2,280 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.