Baldwin Investment Management, LLC
Position in MU — Micron Technology Inc
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,416,313
+$1,044,352 QoQ
Shares Held
1,227
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,324
of 3,877 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Baldwin Investment Management, LLC holds $72,595,988 across 10 Semiconductors names. MU ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
75,155 | $28,389,801 | |
| 2 | NVDA |
Nvidia Corp
|
134,950 | $27,002,145 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
16,395 | $7,829,760 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,071 | $3,000,050 | |
| 5 | TXN |
Texas Instruments Inc
|
7,349 | $2,190,516 | |
| 6 | MU |
Micron Technology Inc
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|
1,227 | $1,416,313 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
3,837 | $1,078,312 | |
| 8 | ADI |
Analog Devices Inc
|
2,510 | $996,896 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,313 | 1,227 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $371,961 | 1,101 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $371,033 | 1,300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $217,516 | 1,300 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||