Smallwood Wealth Investment Management, LLC
Position in MU — Micron Technology Inc
CIK 1921304
RED BANK, NJ
Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$498,653
+$354,734 QoQ
Shares Held
432
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#3,081
of 3,891 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $4,742,432 across 12 Semiconductors names. MU ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
13,744 | $2,750,036 | |
| 2 | AVGO |
Broadcom Inc.
|
1,655 | $625,176 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
1,690 | $503,434 | |
| 4 | MU |
Micron Technology Inc
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|
432 | $498,653 | |
| 5 | INTC |
Intel Corp
|
953 | $133,067 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
213 | $123,733 | |
| 7 | ALAB |
Astera Labs, Inc.
|
125 | $60,377 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
50 | $23,878 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,653 | 432 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $143,919 | 426 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $78,773 | 276 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $46,180 | 276 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $34,017 | 276 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $23,981 | 276 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||