Badgley Phelps Wealth Managers, LLC

Position in MU — Micron Technology Inc

CIK 1895362 SEATTLE, WA

Position in MU

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$34,203,921

+$27,540,365 QoQ

Shares Held

29,632

+50.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#675

of 3,878 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $470,822,682 across 10 Semiconductors names. MU ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,357,879	$271,698,009
2	AVGO	Broadcom Inc.	206,427	$77,977,799
3	MRVL	Marvell Technology, Inc.	128,603	$38,309,547
4	MU	Micron Technology Inc This page	29,632	$34,203,921
5	TXN	Texas Instruments Inc	65,136	$19,415,087
6	INTC	Intel Corp	91,830	$12,822,222
7	AMD	Advanced Micro Devices Inc	21,020	$12,210,728
8	QCOM	Qualcomm Inc/De	15,384	$2,842,809

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,203,921	29,632	+50.2%	Shares	Sole	2026-07-31
2026-03-31	$6,663,556	19,724	+346.1%	Shares	Sole	2026-04-15
2025-12-31	$1,261,797	4,421	-0.7%	Shares	Sole	2026-01-28
2025-09-30	$744,741	4,451	-8.1%	Shares	Sole	2025-11-04
2025-06-30	$597,146	4,845	-37.0%	Shares	Sole	2025-07-16
2025-03-31	$668,444	7,693	-9.6%	Shares	Sole	2025-04-30
2024-12-31	$716,285	8,511	+261.1%	Shares	Sole	2025-02-11
2024-09-30	$244,444	2,357	+21.5%	Shares	Sole	2024-10-18
2024-06-30	$255,168	1,940	-98.1%	Shares	Sole	2024-08-14
2022-06-30	$5,769,628	104,371	-2.1%	Shares	Sole	2022-08-01
2022-03-31	$8,304,631	106,620	+14.6%	Shares	Sole	2022-05-09
2021-12-31	$8,664,906	93,021	-10.5%	Shares	Sole	2022-02-08
2021-09-30	$7,373,899	103,887	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.