Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,744,516
+$5,096,533 QoQ
Shares Held
5,843
+19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.09%
of 13F equity value
Holder Rank
#1,310
of 3,878 holders
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Bellwether Advisors, LLC holds $17,810,667 across 6 Semiconductors names. MU ranks #1 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
5,843 | $6,744,516 | |
| 2 | AVGO |
Broadcom Inc.
|
13,211 | $4,990,455 | |
| 3 | INTC |
Intel Corp
|
24,556 | $3,428,754 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
4,642 | $1,382,805 | |
| 5 | NVDA |
Nvidia Corp
|
5,293 | $1,059,076 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
353 | $205,061 |
All Filings in MU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,744,516 | 5,843 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,647,983 | 4,878 | Shares | Sole | 2026-05-12 | |
| 2023-09-30 | $6,258,691 | 91,999 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $60 | 1 | Shares | Sole | 2023-05-05 | |
| 2022-03-31 | $4,984 | 64 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,961 | 64 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,542 | 64 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||