Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$56,771,445
+$39,738,904 QoQ
Shares Held
49,183
-2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#542
of 3,878 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Smith Salley Wealth Management holds $405,412,511 across 11 Semiconductors names. MU ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
778,282 | $155,726,445 | |
| 2 | AVGO |
Broadcom Inc.
|
162,684 | $61,453,881 | |
| 3 | MU |
Micron Technology Inc
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|
49,183 | $56,771,445 | |
| 4 | ADI |
Analog Devices Inc
|
102,631 | $40,761,954 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
106,712 | $31,788,437 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
49,596 | $28,810,812 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
70,573 | $19,833,130 | |
| 8 | TXN |
Texas Instruments Inc
|
18,743 | $5,586,726 |
All Filings in MU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,771,445 | 49,183 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,032,541 | 50,416 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,785,950 | 51,806 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,858,160 | 17,082 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $374,556 | 3,039 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $234,776 | 2,702 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $230,093 | 2,734 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $283,543 | 2,734 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $362,628 | 2,757 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $324,079 | 2,749 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $228,540 | 2,678 | Shares | Sole | 2024-01-24 | |
| 2022-03-31 | $235,227 | 3,020 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $283,269 | 3,041 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $215,850 | 3,041 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $258,424 | 3,041 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $248,920 | 3,311 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||