BROADCOM INC · CUSIP 11135F101 · CIK 1861642
As of 2026-06-30, Hennion & Walsh Asset Management, Inc. reported 58.48K AVGO (shares), valued at $22.09M, or 0.63% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares decreased 7.52%; reported value increased 12.87%, and weight changed -0.03 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 | 0.63% | 58,483 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 0.66% | 63,241 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 0.85% | 71,240 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 0.93% | 77,825 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.89% | 80,384 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 0.63% | 84,066 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 0.89% | 85,250 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 0.68% | 84,305 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 0.59% | 7,176 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 0.40% | 5,689 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 0.34% | 5,293 | SEC filing ↗Filed Jan 10, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.34% | 5,293 | $5.91M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 0.40% | 5,689 | $7.54M | Shares increased 7.48%; reported value increased 27.62%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 0.59% | 7,176 | $11.52M | Shares increased 26.14%; reported value increased 52.80%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 0.68% | 84,305 | $14.54M | Shares increased 1074.82%; reported value increased 26.24%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 0.89% | 85,250 | $19.76M | Shares increased 1.12%; reported value increased 35.89%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 0.63% | 84,066 | $14.08M | Shares decreased 1.39%; reported value decreased 28.79%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 0.89% | 80,384 | $22.16M | Shares decreased 4.38%; reported value increased 57.43%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 0.93% | 77,825 | $25.68M | Shares decreased 3.18%; reported value increased 15.87%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.85% | 71,240 | $24.66M | Shares decreased 8.46%; reported value decreased 3.97%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 0.66% | 63,241 | $19.57M | Shares decreased 11.23%; reported value decreased 20.61%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 0.63% | 58,483 | $22.09M | Shares decreased 7.52%; reported value increased 12.87%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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