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SlateStone Wealth, LLC

SEC CIK
0001764049
Latest filing
Jul 20, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by SlateStone Wealth, 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)
16,478
Value
$6.22M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of AVGO by SlateStone Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,478$6.22M0.5%−24−0.1%ReducedHolders
Q1 202616,502$5.11M0.4%+150+0.9%AddedHolders
Q4 202516,352$5.66M0.5%+1,310+8.7%AddedHolders
Q3 202515,042$4.96M0.4%+1,214+8.8%AddedHolders
Q2 202513,828$3.81M0.4%+278+2.1%AddedHolders
Q1 202513,550$2.27M0.2%−282−2.0%ReducedHolders
Q4 202413,832$3.21M0.3%+47+0.3%AddedHolders
Q3 202413,785$2.38M0.2%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q2 20241,378$2.21M0.2%+80+6.2%AddedHolders
Q1 20241,298$1.72M0.2%−6−0.5%ReducedHolders
Q4 20231,304$1.46M0.2%+60+4.8%AddedHolders
Q3 20231,244$1.03M0.2%−23−1.8%ReducedHolders
Q2 20231,267$1.10M0.2%−50−3.8%ReducedHolders
Q1 20231,317$845.0K0.2%+344+35.4%AddedHolders
Q4 2022973$544.0K0.1%−34−3.4%ReducedHolders
Q3 20221,007$447.0K0.1%+5+0.5%AddedHolders
Q2 20221,002$487.0K0.1%+105+11.7%AddedHolders
Q1 2022897$565.0K0.1%−1,133−55.8%ReducedHolders
Q4 20212,030$1.35M0.3%+77+3.9%AddedHolders
Q3 20211,953$947.0K0.2%+168+9.4%AddedHolders
Q2 20211,785$851.0K0.2%−11−0.6%ReducedHolders
Q1 20211,796$833.0K0.2%––Holders

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