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Marvin & Palmer Associates’s Micron Technology MU Stock Holding History

Marvin & Palmer Associates’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 		$4.17M Buy
+3,613
New +$2.71M 2.62% 16
2025
Q4 		– Sell
-18,206
Closed -$4.07M – 33
2025
Q3 		$4.07M Buy
+18,206
New +$2.33M 3.03% 13

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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

Marvin & Palmer Associates's MU Position: Q2 2026 in Review

Marvin & Palmer Associates opened a new position in Micron Technology (MU) in Q2 2026: 3,613 shares worth $4.17M. The stake represents 2.62% of the portfolio and ranks #16 among its holdings. This is a return to the name: Marvin & Palmer Associates previously reported a position in MU as recently as Q3 2025.

Marvin & Palmer Associates first reported a position in MU in Q3 2025 and has held it in 2 quarters since. 3,885 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Marvin & Palmer Associates held 3,613 shares of Micron Technology worth $4.17M as of Q2 2026.
  • Micron Technology was a new Marvin & Palmer Associates position in Q2 2026.
  • Micron Technology made up 2.62% of Marvin & Palmer Associates's portfolio in Q2 2026, its #16 holding.
  • Marvin & Palmer Associates first reported a position in Micron Technology in Q3 2025 and has held it in 2 quarters since.
  • 3,885 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.