Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$32,247,399
+$20,099,687 QoQ
Shares Held
27,937
-22.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#694
of 3,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Welch Group, LLC holds $268,547,045 across 10 Semiconductors names. MU ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
413,112 | $76,338,966 | |
| 2 | TXN |
Texas Instruments Inc
|
255,512 | $76,160,461 | |
| 3 | NVDA |
Nvidia Corp
|
174,029 | $34,821,462 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
57,015 | $33,120,583 | |
| 5 | MU |
Micron Technology Inc
This page
|
27,937 | $32,247,399 | |
| 6 | AVGO |
Broadcom Inc.
|
35,018 | $13,228,049 | |
| 7 | INTC |
Intel Corp
|
11,284 | $1,575,584 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,780 | $530,244 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,247,399 | 27,937 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $12,147,712 | 35,957 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,249,643 | 35,912 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $797,781 | 4,768 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $587,656 | 4,768 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $417,593 | 4,806 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $400,938 | 4,764 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $462,961 | 4,464 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $617,796 | 4,697 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $524,374 | 4,448 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $365,255 | 4,280 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $291,168 | 4,280 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $270,110 | 4,280 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $261,875 | 4,340 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $216,913 | 4,340 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $227,454 | 4,540 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $250,971 | 4,540 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $353,620 | 4,540 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $424,764 | 4,560 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $325,443 | 4,585 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $389,633 | 4,585 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $386,800 | 4,385 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $329,664 | 4,385 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $205,919 | 4,385 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $224,627 | 4,360 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $183,381 | 4,360 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||