JM2 Capital
MU icon

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
Q3 		$6.35M Buy
5,963
+69
+1% +$65.5K 4.2% 5
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JM2 Capital's MU Position: Q3 2026 in Review

JM2 Capital increased its Micron Technology (MU) stake by 1.2% in Q3 2026, buying an estimated $65.5K and bringing the position to 5,963 shares worth $6.35M. The position accounts for 4.2% of the portfolio, ranked #5.

JM2 Capital first reported a position in MU in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.8M in Q2 2026. 2,727 funds tracked by Wall St. Rank hold MU as of Q3 2026.

  • JM2 Capital held 5,963 shares of Micron Technology worth $6.35M as of Q3 2026.
  • JM2 Capital bought 69 Micron Technology shares in Q3 2026, an estimated $65.5K.
  • Micron Technology made up 4.2% of JM2 Capital's portfolio in Q3 2026, its #5 holding.
  • JM2 Capital first reported a position in Micron Technology in Q4 2025 and has held it in 4 quarters since.
  • JM2 Capital's Micron Technology position peaked at $6.8M in Q2 2026.
  • 2,727 funds tracked by Wall St. Rank held Micron Technology as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.