Trivium Point Advisory’s Micron Technology MU Stock Holding History

Trivium Point Advisory’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 Q1	$2.84M	Sell	8,399 -33,607	-80%	-$13.2M	0.51%	43
2025 Q4	$12M	Buy	42,006 +560	+1%	+$128K	1.21%	14
2025 Q3	$6.93M	Buy	41,446 +20,622	+99%	+$2.64M	0.71%	38
2025 Q2	$2.57M	Sell	20,824 -7,125	-25%	-$666K	0.28%	95
2025 Q1	$2.43M	Buy	27,949 +3,444	+14%	+$331K	0.3%	95
2024 Q4	$2.06M	Buy	24,505 +979	+4%	+$99.6K	0.26%	108
2024 Q3	$2.35M	Buy	23,526 +21,346	+979%	+$2.23M	0.33%	95
2024 Q2	$287K	Buy	2,180 +180	+9%	+$22.7K	0.04%	254
2024 Q1	$236K	Buy	+2,000	New	+$181K	0.05%	199
2022 Q1	–	Sell	-2,205	Closed	-$205K	–	246
2021 Q4	$205K	Buy	+2,205	New	+$172K	0.04%	231

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

Trivium Point Advisory's MU Position: Q1 2026 in Review

Trivium Point Advisory reduced its Micron Technology (MU) stake by 80% in Q1 2026, selling an estimated $13.2M and leaving 8,399 shares worth $2.84M. The position accounts for 0.51% of the portfolio, ranked #43.

Trivium Point Advisory first reported a position in MU in Q4 2021 and has held it in 10 quarters since. The position peaked at $12M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.

Trivium Point Advisory held 8,399 shares of Micron Technology worth $2.84M as of Q1 2026.
Trivium Point Advisory sold 33,607 Micron Technology shares in Q1 2026, an estimated $13.2M.
Micron Technology made up 0.51% of Trivium Point Advisory's portfolio in Q1 2026, its #43 holding.
Trivium Point Advisory first reported a position in Micron Technology in Q4 2021 and has held it in 10 quarters since.
Trivium Point Advisory's Micron Technology position peaked at $12M in Q4 2025.
2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.