Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,072,719
+$9,015,605 QoQ
Shares Held
10,459
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,043
of 3,878 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $656,565,567 across 14 Semiconductors names. MU ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
347,119 | $165,773,620 | |
| 2 | ADI |
Analog Devices Inc
|
402,733 | $159,953,465 | |
| 3 | AVGO |
Broadcom Inc.
|
402,688 | $152,115,392 | |
| 4 | NVDA |
Nvidia Corp
|
649,775 | $130,013,479 | |
| 5 | INTC |
Intel Corp
|
110,096 | $15,372,704 | |
| 6 | MU |
Micron Technology Inc
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|
10,459 | $12,072,719 | |
| 7 | TXN |
Texas Instruments Inc
|
20,220 | $6,026,975 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
9,110 | $5,292,090 |
All Filings in MU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,072,719 | 10,459 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,057,114 | 9,049 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,003,940 | 10,525 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,573,477 | 9,404 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,159,043 | 9,404 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $783,487 | 9,017 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $606,204 | 7,203 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $704,709 | 6,795 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $928,470 | 7,059 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $687,416 | 5,831 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $432,503 | 5,068 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $206,947 | 3,042 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $291,308 | 3,740 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $283,269 | 3,041 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||