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Johnson & White Wealth Management, LLC

SEC CIK
0001954136
Latest filing
Jul 16, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Johnson & White 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)
13,374
Value
$5.05M
% of portfolio
1.9%
Quarters held
15
Since Q3 2022
Holdings of AVGO by Johnson & White Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,374$5.05M1.9%−939−6.6%ReducedHolders
Q1 202614,313$4.43M1.9%−177−1.2%ReducedHolders
Q4 202514,490$5.01M2.2%−781−5.1%ReducedHolders
Q3 202515,271$5.04M2.3%−1,123−6.9%ReducedHolders
Q2 202516,394$4.52M2.3%−502−3.0%ReducedHolders
Q1 202516,896$2.83M1.6%−238−1.4%ReducedHolders
Q4 202417,134$3.98M2.4%−250−1.4%ReducedHolders
Q3 202417,384$3.00M2.6%−376−2.1%ReducedConverted for a 10-for-1 splitHolders
Q2 20241,776$2.85M2.7%+196+12.4%AddedHolders
Q1 20241,580$2.09M1.5%+125+8.6%AddedHolders
Q4 20231,455$1.62M1.3%+59+4.2%AddedHolders
Q3 20231,396$1.16M1.0%−34−2.4%ReducedHolders
Q2 20231,430$1.24M1.7%−17−1.2%ReducedHolders
Q1 20231,447$928.0K0.8%+1,447NewHolders
Q4 20220$00.0%−1,265−100.0%Sold outHolders
Q3 20221,265$561.0K0.6%–No prior filingHolders