Position in MU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,561,368
+$6,216,083 QoQ
Shares Held
7,417
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#313
of 1,471 holders
Holding Since
Sep 2025
4 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, 2026LVW Advisors, LLC holds $61,233,358 across 14 Semiconductors names. MU ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
128,025 | $25,616,522 | |
| 2 | AVGO |
Broadcom Inc.
|
23,287 | $8,796,664 | |
| 3 | MU |
Micron Technology Inc
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|
7,417 | $8,561,368 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,018 | $5,261,866 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
5,790 | $3,363,468 | |
| 6 | INTC |
Intel Corp
|
19,897 | $2,778,218 | |
| 7 | ASX |
ASE Technology Holding Co., Ltd.
|
36,324 | $1,638,938 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,984 | $1,484,683 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,561,368 | 7,417 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,345,285 | 6,942 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $477,776 | 1,674 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $283,774 | 1,696 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||