BROADCOM INC · CUSIP 11135F101 · CIK 1723397
As of 2026-06-30, Steward Partners Investment Advisory, LLC reported 811.62K AVGO (shares), valued at $306.59M, or 1.57% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 11.25%; reported value increased 35.78%, and weight changed +0.42 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 | 1.57% | 811,617 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 1.15% | 729,521 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 1.06% | 558,637 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 1.02% | 539,876 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.34% | 620,867 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 0.91% | 617,613 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.25% | 608,038 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 0.92% | 574,435 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.84% | 49,752 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 0.70% | 48,229 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 0.58% | 38,538 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.58% | 38,538 | $43.02M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.70% | 48,229 | $63.92M | Shares increased 25.15%; reported value increased 48.59%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 0.84% | 49,752 | $79.88M | Shares increased 3.16%; reported value increased 24.96%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 0.92% | 574,435 | $99.09M | Shares increased 1054.60%; reported value increased 24.05%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.25% | 608,038 | $140.97M | Shares increased 5.85%; reported value increased 42.26%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 0.91% | 617,613 | $103.41M | Shares increased 1.57%; reported value decreased 26.64%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.34% | 620,867 | $171.14M | Shares increased 0.53%; reported value increased 65.50%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 1.02% | 539,876 | $178.11M | Shares decreased 13.04%; reported value increased 4.07%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 1.06% | 558,637 | $193.34M | Shares increased 3.48%; reported value increased 8.55%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 1.15% | 729,521 | $225.79M | Shares increased 30.59%; reported value increased 16.78%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 1.57% | 811,617 | $306.59M | Shares increased 11.25%; reported value increased 35.78%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 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.