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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
46,015
Value
$17.4M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of AVGO by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,015$17.4M1.1%+6,166+15.5%AddedHolders
Q1 202639,849$12.3M0.9%+16,866+73.4%AddedHolders
Q4 202522,983$7.95M0.6%+6,570+40.0%AddedHolders
Q3 202516,413$5.41M0.4%−77−0.5%ReducedHolders
Q2 202516,490$4.55M0.4%−104−0.6%ReducedHolders
Q1 202516,594$2.78M0.3%−20−0.1%ReducedHolders
Q4 202416,614$3.85M0.3%+40.0%AddedHolders
Q3 202416,610$2.87M0.3%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q2 20241,663$2.67M0.3%+49+3.0%AddedHolders
Q1 20241,614$2.14M0.2%+37+2.3%AddedHolders
Q4 20231,577$1.76M0.2%+54+3.5%AddedHolders
Q3 20231,523$1.26M0.2%−250−14.1%ReducedHolders
Q2 20231,773$1.54M0.2%−10−0.6%ReducedHolders
Q1 20231,783$1.14M0.2%+25+1.4%AddedHolders
Q4 20221,758$983.0K0.2%+285+19.3%AddedHolders
Q3 20221,473$654.0K0.1%+131+9.8%AddedHolders
Q2 20221,342$652.0K0.1%+4+0.3%AddedHolders
Q1 20221,338$843.0K0.1%+73+5.8%AddedHolders
Q4 20211,265$842.0K0.1%−47−3.6%ReducedHolders
Q3 20211,312$636.0K0.1%00.0%UnchangedHolders
Q2 20211,312$626.0K0.1%+56+4.5%AddedHolders
Q1 20211,256$582.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.