Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,009,618
+$5,649,806 QoQ
Shares Held
6,939
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,206
of 3,808 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, 2026Institute for Wealth Management, LLC. holds $200,499,834 across 25 Semiconductors names. MU ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
739,474 | $147,961,352 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
27,331 | $15,876,851 | |
| 3 | AVGO |
Broadcom Inc.
|
22,745 | $8,591,923 | |
| 4 | TXN |
Texas Instruments Inc
|
28,671 | $8,545,964 | |
| 5 | MU |
Micron Technology Inc
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|
6,939 | $8,009,618 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
20,311 | $6,050,443 | |
| 7 | QCOM |
Qualcomm Inc/De
|
11,886 | $2,196,413 | |
| 8 | INTC |
Intel Corp
|
10,336 | $1,443,215 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,009,618 | 6,939 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,359,812 | 6,985 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,572,609 | 5,510 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $742,900 | 4,440 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $552,160 | 4,480 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $395,349 | 4,550 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $425,344 | 5,054 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $528,817 | 5,099 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $670,803 | 5,100 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $553,021 | 4,691 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $400,329 | 4,691 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $322,938 | 4,747 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $303,306 | 4,806 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $293,373 | 4,862 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $243,002 | 4,862 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $255,860 | 5,107 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $288,948 | 5,227 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $407,131 | 5,227 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $765,879 | 8,222 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $583,597 | 8,222 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $698,705 | 8,222 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $712,295 | 8,075 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $618,806 | 8,231 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $366,475 | 7,804 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $382,278 | 7,420 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $287,438 | 6,834 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||