Position in MU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,425,162
+$1,727,185 QoQ
Shares Held
2,101
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#340
of 860 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HM PAYSON & CO holds $825,914,113 across 22 Semiconductors names. MU ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
1,098,181 | $414,837,872 | |
| 2 | NVDA |
Nvidia Corp
|
1,740,693 | $348,295,261 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
53,472 | $25,536,622 | |
| 4 | TXN |
Texas Instruments Inc
|
67,080 | $19,994,535 | |
| 5 | INTC |
Intel Corp
|
46,535 | $6,497,681 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,346 | $2,524,634 | |
| 7 | MU |
Micron Technology Inc
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|
2,101 | $2,425,162 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
6,222 | $1,748,568 |
All Filings in MU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,425,162 | 2,101 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $697,977 | 2,066 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $718,376 | 2,517 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $400,061 | 2,391 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $331,788 | 2,692 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $170,129 | 1,958 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $131,793 | 1,566 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $59,528 | 574 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $39,063 | 297 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,972 | 127 | Shares | Sole | 2024-06-20 | |
| 2022-12-31 | $2,499 | 50 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,505 | 50 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $10,558 | 191 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,894 | 50 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,657 | 50 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,549 | 50 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $4,249 | 50 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,410 | 50 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $25,034 | 333 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $15,637 | 333 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $32,612 | 633 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $26,623 | 633 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||