BROADCOM INC · CUSIP 11135F101 · CIK 923116
As of 2026-06-30, GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reported 14.46K AVGO (shares), valued at $5.46M, or 8.70% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 2.53%; reported value increased 18.97%, and weight changed -0.24 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 | 8.70% | 14,459 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 8.94% | 14,834 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 9.79% | 14,984 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 9.72% | 15,098 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 8.45% | 17,475 | SEC filing ↗Filed Oct 23, 2025 |
| Q1 2025 | 4.42% | 18,854 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 6.22% | 20,634 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 6.09% | 24,060 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 6.03% | 2,711 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 4.51% | 3,198 | SEC filing ↗Filed Apr 29, 2024 |
| Q4 2023 | 5.12% | 3,312 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 4.04% | 3,212 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.04% | 3,212 | $2.67M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 5.12% | 3,312 | $3.70M | Shares increased 3.11%; reported value increased 38.57%, and weight changed +1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 4.51% | 3,198 | $4.24M | Shares decreased 3.44%; reported value increased 14.66%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2024 |
| Q2 2024 | 6.03% | 2,711 | $4.35M | Shares decreased 15.23%; reported value increased 2.69%, and weight changed +1.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 6.09% | 24,060 | $4.15M | Shares increased 787.50%; reported value decreased 4.66%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 6.22% | 20,634 | $4.78M | Shares decreased 14.24%; reported value increased 15.28%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 4.42% | 18,854 | $3.16M | Shares decreased 8.63%; reported value decreased 34.01%, and weight changed -1.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 8.45% | 17,475 | $4.82M | Shares decreased 7.31%; reported value increased 52.58%, and weight changed +4.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q3 2025 | 9.72% | 15,098 | $4.98M | Shares decreased 13.60%; reported value increased 3.40%, and weight changed +1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 9.79% | 14,984 | $5.19M | Shares decreased 0.76%; reported value increased 4.12%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 8.94% | 14,834 | $4.59M | Shares decreased 1.00%; reported value decreased 11.47%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 8.70% | 14,459 | $5.46M | Shares decreased 2.53%; reported value increased 18.97%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 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.