Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,143,901
+$1,119,921 QoQ
Shares Held
991
+252.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,478
of 3,878 holders
Holding Since
Dec 2023
2 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, 2026LM Advisors LLC holds $24,470,640 across 9 Semiconductors names. MU ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
19,974 | $7,545,178 | |
| 2 | NVDA |
Nvidia Corp
|
37,422 | $7,487,767 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
4,100 | $2,381,731 | |
| 4 | QCOM |
Qualcomm Inc/De
|
12,539 | $2,317,081 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,953 | $1,887,834 | |
| 6 | MU |
Micron Technology Inc
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|
991 | $1,143,901 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
3,531 | $1,051,849 | |
| 8 | INTC |
Intel Corp
|
2,964 | $413,863 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143,901 | 991 | Shares | Sole | 2026-08-12 | |
| 2023-12-31 | $23,980 | 281 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||