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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by AE Wealth Management LLC, 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)
787,667
Value
$297.5M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of AVGO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026787,667$297.5M1.4%+63,059+8.7%AddedHolders
Q1 2026724,608$224.3M1.2%+106,914+17.3%AddedHolders
Q4 2025617,694$213.8M1.2%+25,946+4.4%AddedHolders
Q3 2025591,748$195.2M1.2%+25,755+4.6%AddedHolders
Q2 2025565,993$156.0M1.1%+54,849+10.7%AddedHolders
Q1 2025511,144$85.6M0.7%+30,859+6.4%AddedHolders
Q4 2024480,285$111.3M0.9%+48,632+11.3%AddedHolders
Q3 2024431,653$74.5M0.7%+384,843+822.1%AddedConverted for a 10-for-1 splitHolders
Q2 20244,681$7.52M0.1%+797+20.5%AddedHolders
Q1 20243,884$5.15M0.1%−47,361−92.4%ReducedHolders
Q4 202351,245$61.7M0.3%+12,043+30.7%AddedHolders
Q3 202339,202$32.6M0.2%+3,650+10.3%AddedHolders
Q2 202335,552$30.8M0.2%+10,243+40.5%AddedHolders
Q1 202325,309$16.2M0.1%−6,627−20.8%ReducedHolders
Q4 202231,936$17.9M0.1%+3,270+11.4%AddedHolders
Q3 202228,666$12.7M0.1%+6,566+29.7%AddedHolders
Q2 202222,100$10.7M0.1%+5,752+35.2%AddedHolders
Q1 202216,348$10.3M0.1%−4,204−20.5%ReducedHolders
Q4 202120,552$13.7M0.1%+3,685+21.8%AddedHolders
Q3 202116,867$8.18M0.1%+769+4.8%AddedHolders
Q2 202116,098$7.68M0.1%−286−1.7%ReducedHolders
Q1 202116,384$7.60M0.1%––Holders

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