BROADCOM INC · CUSIP 11135F101 · CIK 895421
As of 2026-06-30, MORGAN STANLEY reported 79.04M AVGO (shares), valued at $29.86B, or 1.58% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 4.09%; reported value increased 27.03%, and weight changed +0.16 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 | 1.58% | 79,037,987 | SEC filing ↗Filed Aug 13, 2026Combination report |
| Q1 2026 | 1.42% | 75,935,152 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 1.51% | 72,964,756 | SEC filing ↗Filed May 27, 2026AmendedCombination report |
| Q3 2025 | 1.46% | 73,008,578 | SEC filing ↗Filed May 27, 2026AmendedCombination report |
| Q2 2025 | 1.32% | 73,733,471 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 0.91% | 76,432,699 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 1.22% | 75,388,762 | SEC filing ↗Filed May 15, 2025AmendedCombination report |
| Q3 2024 | 0.89% | 71,195,954 | SEC filing ↗Filed May 14, 2025AmendedCombination report |
| Q2 2024 | 0.89% | 7,180,292 | SEC filing ↗Filed May 14, 2025AmendedCombination report |
| Q1 2024 | 0.68% | 6,352,200 | SEC filing ↗Filed Oct 17, 2024Amended |
| Q4 2023 | 0.63% | 6,388,257 | SEC filing ↗Filed Aug 16, 2024AmendedCombination report |
| Q3 2023 | 0.50% | 5,920,600 | SEC filing ↗Filed Nov 15, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.50% | 5,920,600 | $4.92B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 0.63% | 6,388,257 | $7.13B | Shares increased 7.90%; reported value increased 45.01%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 16, 2024 |
| Q1 2024 | 0.68% | 6,352,200 | $8.42B | Shares decreased 0.56%; reported value increased 18.07%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q2 2024 | 0.89% | 7,180,292 | $11.53B | Shares increased 13.04%; reported value increased 36.93%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q3 2024 | 0.89% | 71,195,954 | $12.28B | Shares increased 891.55%; reported value increased 6.53%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q4 2024 | 1.22% | 75,388,762 | $17.48B | Shares increased 5.89%; reported value increased 42.31%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q1 2025 | 0.91% | 76,432,699 | $12.80B | Shares increased 1.38%; reported value decreased 26.78%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.32% | 73,733,471 | $20.32B | Shares decreased 3.53%; reported value increased 58.82%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.46% | 73,008,578 | $24.09B | Shares decreased 0.98%; reported value increased 18.51%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2026 |
| Q4 2025 | 1.51% | 72,964,756 | $25.25B | Shares decreased 0.06%; reported value increased 4.84%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2026 |
| Q1 2026 | 1.42% | 75,935,152 | $23.50B | Shares increased 4.07%; reported value decreased 6.93%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.58% | 79,037,987 | $29.86B | Shares increased 4.09%; reported value increased 27.03%, and weight changed +0.16 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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