Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,569,449
+$1,653,546 QoQ
Shares Held
4,825
-58.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,411
of 3,878 holders
Holding Since
Mar 2020
25 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, 2026NWAM LLC holds $127,574,292 across 13 Semiconductors names. MU ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
240,813 | $48,184,273 | |
| 2 | AVGO |
Broadcom Inc.
|
100,961 | $38,138,017 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
26,622 | $12,713,868 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
11,447 | $6,649,676 | |
| 5 | MU |
Micron Technology Inc
This page
|
4,825 | $5,569,449 | |
| 6 | ADI |
Analog Devices Inc
|
11,235 | $4,462,204 | |
| 7 | INTC |
Intel Corp
|
31,589 | $4,410,772 | |
| 8 | QCOM |
Qualcomm Inc/De
|
22,523 | $4,162,025 |
All Filings in MU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,569,449 | 4,825 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,915,903 | 11,591 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,792,813 | 13,289 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,430,657 | 14,527 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,934,532 | 15,696 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $1,405,185 | 16,172 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,414,645 | 16,809 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,665,064 | 16,055 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,458,667 | 11,090 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,132,215 | 9,604 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $546,346 | 6,402 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $334,299 | 4,914 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $373,421 | 5,917 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $336,154 | 5,571 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $285,685 | 5,716 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $306,511 | 6,118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $468,774 | 8,480 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $601,310 | 7,720 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $662,389 | 7,111 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $484,651 | 6,828 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $664,968 | 7,825 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $654,606 | 7,421 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $541,371 | 7,201 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $391,964 | 7,608 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $260,898 | 6,203 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||