1620 INVESTMENT ADVISORS, INC. MU — Micron Tech

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  9 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported Micron Tech (MU) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.23% in 2025 Q4. The latest visible filing shows MU at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in Micron Tech, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MU was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MU stock page 1620 INVESTMENT ADVISORS, INC. fund profile 1620 INVESTMENT ADVISORS, INC. full holdings
How 1620 INVESTMENT ADVISORS, INC. held MU — position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 62.5% -8.7% ✅ 194 -324 -62.5% 0.14% $224K 2026-07-14 $983.12
2026 Q1 REDUCED 57.8% +239.0% ❌ 518 -709 -57.8% 0.12% $175K 2026-05-13 $803.51
2025 Q4 REDUCED 16.4% +18.4% ❌ 1,227 -240 -16.4% 0.23% $350K 2026-02-05 $382.67
2025 Q3 ADDED — — — 1,467 +79 +5.7% 0.17% $245K 2025-10-07 $185.51
2025 Q2 REDUCED — — — 1,388 -6 -0.4% 0.12% $171K 2025-08-07 $111.69
2025 Q1 ADDED — — — 1,394 +278 +24.9% 0.09% $121K 2025-05-14 $95.08
2024 Q4 ADDED — — — 1,116 +10 +0.9% 0.07% $94K 2025-02-11 $93.72
2024 Q3 ADDED — — — 1,106 +50 +4.7% 0.08% $115K 2024-10-25 $107.36
2024 Q2 INITIATED — — — 1,056 — — 0.11% $139K 2024-07-23 $113.54

🏢 Other funds also holding MU

As of 2026 Q2 — sorted by position size

Funde Sino Life Insurance Co Ltd 80.13% Fund Resources Investment Holding Group Co Ltd 76.71% Outlook Capital Management, LLC 63.28% MISHPACHA HOLDINGS CORP 54.82% Monaco Asset Management SAM 3Y 48.15% PKO BP BANKOWY Universal Pension Society JSC 47.83% SIH Partners, LLLP 45.91% Shengqi Capital (Hong Kong) Ltd 45.34% Credit Capital Investments LLC 3Y 7Y 38.7% Step Capital Management Pte. Ltd. 33.03%

FAQ About 1620 INVESTMENT ADVISORS, INC. and MU

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning MU?

1620 INVESTMENT ADVISORS, INC. reported MU across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MU position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for MU was 0.23% in 2025 Q4.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 194 shares, equal to 0.14% of portfolio, with an estimated market value of $224K.

What does the chart on this MU ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly MU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1620 INVESTMENT ADVISORS, INC. time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on MU relative to SPY over the holding period was +683.9%.

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