Poehling Capital Management’s Micron Technology MU Stock Holding History

Poehling 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	$1.9M	Sell	1,648 -118	-7%	-$88.5K	0.41%	61
2026 Q1	$597K	Buy	+1,766	New	+$692K	0.13%	98
2023 Q2	–	Sell	-16,787	Closed	-$1.01M	–	125
2023 Q1	$1.01M	Sell	16,787 -702	-4%	-$41.1K	0.34%	71
2022 Q4	$874K	Buy	+17,489	New	+$957K	0.33%	72
2018 Q3	–	Sell	-200	Closed	-$10K	–	206
2018 Q2	$10K	Sell	200 -150	-43%	-$8.11K	0.01%	231
2018 Q1	$18K	Buy	350 +100	+40%	+$4.79K	0.01%	198
2017 Q4	$10K	Buy	+250	New	+$10.8K	0.01%	222

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Poehling Capital Management reduced its Micron Technology (MU) stake by 6.7% in Q2 2026, selling an estimated $88.5K and leaving 1,648 shares worth $1.9M. The position accounts for 0.41% of the portfolio, ranked #61.

Poehling Capital Management first reported a position in MU in Q4 2017 and has held it in 7 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

Poehling Capital Management held 1,648 shares of Micron Technology worth $1.9M as of Q2 2026.
Poehling Capital Management sold 118 Micron Technology shares in Q2 2026, an estimated $88.5K.
Micron Technology made up 0.41% of Poehling Capital Management's portfolio in Q2 2026, its #61 holding.
Poehling Capital Management first reported a position in Micron Technology in Q4 2017 and has held it in 7 quarters since.
3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.