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Livermore
Livermore
ZHEN

Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Wagner 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)
9,935
Value
$3.75M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of AVGO by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,935$3.75M0.7%−288−2.8%ReducedHolders
Q1 202610,223$3.16M0.6%−236−2.3%ReducedHolders
Q4 202510,459$3.62M0.8%+2,455+30.7%AddedHolders
Q3 20258,004$2.64M0.6%−394−4.7%ReducedHolders
Q2 20258,398$2.31M0.5%+241+3.0%AddedHolders
Q1 20258,157$1.37M0.3%+80+1.0%AddedHolders
Q4 20248,077$1.87M0.5%+158+2.0%AddedHolders
Q3 20247,919$1.37M0.4%−2,541−24.3%ReducedConverted for a 10-for-1 splitHolders
Q2 20241,046$1.68M0.5%+120+13.0%AddedHolders
Q1 2024926$1.23M0.4%+77+9.1%AddedHolders
Q4 2023849$948.0K0.3%+62+7.9%AddedHolders
Q3 2023787$653.4K0.2%+104+15.2%AddedHolders
Q2 2023683$592.7K0.2%+5+0.7%AddedHolders
Q1 2023678$434.8K0.2%+24+3.7%AddedHolders
Q4 2022654$365.9K0.2%+327+100.0%AddedHolders
Q3 2022327$145.0K0.1%+94+40.3%AddedHolders
Q2 2022233$113.0K0.1%+233NewHolders
Q1 20220$00.0%−150−100.0%Sold outHolders
Q4 2021150$100.0K0.1%00.0%UnchangedHolders
Q3 2021150$80.0K0.1%−25−14.3%ReducedHolders
Q2 2021175$84.0K0.1%+95+118.8%AddedHolders
Q1 202180$37.0K<0.1%––Holders

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