BROADCOM INC · CUSIP 11135F101 · CIK 1475365
As of 2026-06-30, Sumitomo Mitsui Trust Group, Inc. reported 11.19M AVGO (shares), valued at $4.23B, or 2.42% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 0.68%; reported value increased 22.88%, and weight changed +0.19 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 | 2.42% | 11,191,795 | SEC filing ↗Filed Jul 30, 2026Combination report |
| Q1 2026 | 2.23% | 11,116,332 | SEC filing ↗Filed Apr 30, 2026Combination report |
| Q4 2025 | 2.35% | 11,584,281 | SEC filing ↗Filed Jan 23, 2026Combination report |
| Q3 2025 | 2.30% | 12,106,885 | SEC filing ↗Filed Oct 27, 2025Combination report |
| Q2 2025 | 2.05% | 11,945,434 | SEC filing ↗Filed Jul 31, 2025Combination report |
| Q1 2025 | 1.38% | 11,687,767 | SEC filing ↗Filed Apr 25, 2025Combination report |
| Q4 2024 | 1.76% | 11,270,773 | SEC filing ↗Filed Jan 28, 2025Combination report |
| Q3 2024 | 1.36% | 11,374,079 | SEC filing ↗Filed Nov 5, 2024Combination report |
| Q2 2024 | 1.34% | 1,128,293 | SEC filing ↗Filed Jul 19, 2024Combination report |
| Q1 2024 | 1.12% | 1,232,024 | SEC filing ↗Filed Apr 19, 2024Combination report |
| Q4 2023 | 1.04% | 1,255,302 | SEC filing ↗Filed Jan 30, 2024Combination report |
| Q3 2023 | 0.74% | 1,082,986 | SEC filing ↗Filed Oct 30, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.74% | 1,082,986 | $899.51M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 1.04% | 1,255,302 | $1.40B | Shares increased 15.91%; reported value increased 55.78%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 1.12% | 1,232,024 | $1.63B | Shares decreased 1.85%; reported value increased 16.54%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 1.34% | 1,128,293 | $1.81B | Shares decreased 8.42%; reported value increased 10.94%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 1.36% | 11,374,079 | $1.96B | Shares increased 908.08%; reported value increased 8.31%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.76% | 11,270,773 | $2.61B | Shares decreased 0.91%; reported value increased 33.18%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 1.38% | 11,687,767 | $1.96B | Shares increased 3.70%; reported value decreased 25.11%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 2.05% | 11,945,434 | $3.29B | Shares increased 2.20%; reported value increased 68.27%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 2.30% | 12,106,885 | $3.99B | Shares increased 1.35%; reported value increased 21.30%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 2.35% | 11,584,281 | $4.01B | Shares decreased 4.32%; reported value increased 0.38%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 2.23% | 11,116,332 | $3.44B | Shares decreased 4.04%; reported value decreased 14.18%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 2.42% | 11,191,795 | $4.23B | Shares increased 0.68%; reported value increased 22.88%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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