Position in MU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$92,525,577
+$57,787,855 QoQ
Shares Held
80,158
-22.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
8.48%
of 13F equity value
Holder Rank
#432
of 3,878 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $179,548,583 across 7 Semiconductors names. MU ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
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|
80,158 | $92,525,577 | |
| 2 | AVGO |
Broadcom Inc.
|
112,946 | $42,665,351 | |
| 3 | GFS |
GLOBALFOUNDRIES Inc.
|
272,241 | $22,435,380 | |
| 4 | NVDA |
Nvidia Corp
|
93,167 | $18,641,785 | |
| 5 | INTC |
Intel Corp
|
13,751 | $1,920,052 | |
| 6 | TXN |
Texas Instruments Inc
|
2,892 | $862,018 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
858 | $498,420 |
All Filings in MU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,525,577 | 80,158 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $34,737,722 | 102,823 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $33,593,898 | 117,704 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $21,879,934 | 130,767 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,009,609 | 138,009 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,461,607 | 154,927 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,919,654 | 153,513 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $16,215,680 | 156,356 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $19,770,800 | 150,314 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $17,447,484 | 147,998 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $10,270,156 | 120,344 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||