Position in MU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$110,552,124
+$62,209,923 QoQ
Shares Held
95,775
-33.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#404
of 3,878 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BRAUN STACEY ASSOCIATES INC holds $500,892,158 across 6 Semiconductors names. MU ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,115,174 | $223,135,165 | |
| 2 | MU |
Micron Technology Inc
This page
|
95,775 | $110,552,124 | |
| 3 | AVGO |
Broadcom Inc.
|
200,903 | $75,891,108 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
237,320 | $64,539,174 | |
| 5 | ALGM |
Allegro Microsystems, Inc.
|
366,493 | $25,515,242 | |
| 6 | TXN |
Texas Instruments Inc
|
4,225 | $1,259,345 |
All Filings in MU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,552,124 | 95,775 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $48,342,201 | 143,092 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $49,372,219 | 172,987 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $35,728,676 | 213,535 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $25,801,771 | 209,345 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,193,496 | 232,403 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,248,738 | 228,716 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $24,783,267 | 238,967 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $33,067,298 | 251,405 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $30,951,075 | 262,542 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $20,758,442 | 243,244 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $11,354,274 | 166,901 | Shares | Defined | 2023-11-21 | |
| 2022-06-30 | $13,375,659 | 241,962 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $23,590,387 | 302,868 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $28,269,441 | 303,483 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $22,089,543 | 311,208 | Shares | Defined | 2021-12-01 | |
| 2021-06-30 | $27,879,303 | 328,069 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $29,790,545 | 337,723 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $26,061,146 | 346,650 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $15,978,703 | 340,262 | Shares | Defined | 2020-10-27 | |
| 2020-06-30 | $18,329,321 | 355,771 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $13,550,932 | 322,181 | Shares | Defined | 2020-06-09 | |
| No filing history on record for this holder in this stock. | ||||||