Avalon Global Asset Management’s Micron Technology MU Stock Holding History

Avalon Global Asset 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
2021 Q3	–	Sell	-50,000	Closed	-$4.25M	–	60
2021 Q2	$4.25M	Sell	50,000 -50,000	-50%	-$4.22M	0.71%	44
2021 Q1	$8.82M	Buy	+100,000	New	+$8.48M	1.55%	27
2018 Q4	–	Sell	-200,000	Closed	-$9.05M	–	35
2018 Q3	$9.05M	Buy	+200,000	New	+$10.1M	3.12%	12
2018 Q1	–	Sell	-200,000	Closed	-$8.22M	–	62
2017 Q4	$8.22M	Buy	+200,000	New	+$8.62M	4.07%	7
2015 Q4	–	Sell	-150,000	Closed	-$2.25M	–	45
2015 Q3	$2.25M	Buy	150,000 +75,000	+100%	+$1.29M	1.62%	30
2015 Q2	$1.41M	Buy	+75,000	New	+$2M	0.92%	37

Other funds holding MU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avalon Global Asset Management's MU Position: Q1 2026 in Review

Avalon Global Asset Management reduced its Micron Technology (MU) stake by 13% in Q1 2026, selling an estimated $5.84M and leaving 95,660 shares worth $32.3M. The position accounts for 4.47% of the portfolio, ranked #5.

Avalon Global Asset Management first reported a position in MU in Q4 2015 and has held it in 42 quarters since. 2,990 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Avalon Global Asset Management held 95,660 shares of Micron Technology worth $32.3M as of Q1 2026.
Avalon Global Asset Management sold 14,900 Micron Technology shares in Q1 2026, an estimated $5.84M.
Micron Technology made up 4.47% of Avalon Global Asset Management's portfolio in Q1 2026, its #5 holding.
Avalon Global Asset Management first reported a position in Micron Technology in Q4 2015 and has held it in 42 quarters since.
2,990 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Avalon Global Asset Management's 13F filing for Q1 2026, filed 14 May 2026.