Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,523,276
+$7,347,236 QoQ
Shares Held
9,983
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,066
of 3,878 holders
Holding Since
Mar 2023
5 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, 2026WealthPlan Investment Management, LLC holds $118,557,814 across 10 Semiconductors names. MU ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
262,484 | $52,520,423 | |
| 2 | INTC |
Intel Corp
|
102,069 | $14,251,894 | |
| 3 | AVGO |
Broadcom Inc.
|
35,818 | $13,530,249 | |
| 4 | MU |
Micron Technology Inc
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|
9,983 | $11,523,276 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
18,847 | $10,948,410 | |
| 6 | TXN |
Texas Instruments Inc
|
17,878 | $5,328,895 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
10,564 | $3,146,909 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,873 | $3,117,960 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,523,276 | 9,983 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,176,040 | 12,361 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,286,913 | 4,509 | Shares | Sole | 2026-02-05 | |
| 2023-06-30 | $252 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $241 | 4 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||