BROADCOM INC · CUSIP 11135F101 · CIK 1108831
As of 2026-06-30, STONERIDGE INVESTMENT PARTNERS LLC reported 17.26K AVGO (shares), valued at $6.72M, or 4.41% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 3.43%; reported value increased 30.10%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.41% | 17,264 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 3.74% | 16,692 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 3.76% | 15,593 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 3.24% | 14,310 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 2.97% | 14,310 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 2.02% | 14,310 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 2.54% | 30,697 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 1.97% | 30,697 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 1.55% | 2,559 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 0.54% | 1,078 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 0.54% | 1,078 | $1.43M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 1.55% | 2,559 | $4.11M | Shares increased 137.38%; reported value increased 187.54%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 1.97% | 30,697 | $5.29M | Shares increased 1099.57%; reported value increased 28.86%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 2.54% | 30,697 | $7.12M | Shares unchanged; reported value increased 34.41%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 2.02% | 14,310 | $2.40M | Shares decreased 53.38%; reported value decreased 66.33%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 2.97% | 14,310 | $3.94M | Shares unchanged; reported value increased 64.65%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 3.24% | 14,310 | $4.72M | Shares unchanged; reported value increased 19.67%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 3.76% | 15,593 | $5.40M | Shares increased 8.97%; reported value increased 14.32%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 3.74% | 16,692 | $5.17M | Shares increased 7.05%; reported value decreased 4.28%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 4.41% | 17,264 | $6.72M | Shares increased 3.43%; reported value increased 30.10%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.