BROADCOM INC · CUSIP 11135F101 · CIK 1909316
As of 2026-03-31, JOURNEY STRATEGIC WEALTH LLC reported 78.31K AVGO (shares), valued at $24.24M, or 0.60% of its reported non-derivative portfolio. Filed 2026-04-15.
Verify history & sources →Shares increased 1.71%; reported value decreased 9.04%, and weight changed -0.10 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 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | 0.60% | 78,305 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 0.70% | 76,988 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.71% | 76,531 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 0.71% | 78,909 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 0.46% | 78,284 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 0.35% | 39,942 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 0.14% | 22,097 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.13% | 1,969 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.11% | 1,883 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.04% | 757 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 0.02% | 589 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.02% | 589 | $489.29K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 0.04% | 757 | $845.12K | Shares increased 28.52%; reported value increased 72.72%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 0.11% | 1,883 | $2.50M | Shares increased 148.75%; reported value increased 195.38%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.13% | 1,969 | $3.16M | Shares increased 4.57%; reported value increased 26.69%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.14% | 22,097 | $3.81M | Shares increased 1022.24%; reported value increased 20.53%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.35% | 39,942 | $9.26M | Shares increased 80.76%; reported value increased 142.94%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.46% | 78,284 | $13.11M | Shares increased 95.99%; reported value increased 41.54%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 0.71% | 78,909 | $21.75M | Shares increased 0.80%; reported value increased 65.95%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.71% | 76,531 | $25.25M | Shares decreased 3.01%; reported value increased 16.08%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.70% | 76,988 | $26.65M | Shares increased 0.60%; reported value increased 5.53%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.60% | 78,305 | $24.24M | Shares increased 1.71%; reported value decreased 9.04%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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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.