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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Bartlett & Co. 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)
199,217
Value
$75.3M
% of portfolio
0.9%
Quarters held
21
Since Q1 2021
Holdings of AVGO by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026199,217$75.3M0.9%+89,169+81.0%AddedHolders
Q1 2026110,048$45.8M0.6%+62,050+129.3%AddedHolders
Q4 202547,998$16.6M0.2%−1,166−2.4%ReducedHolders
Q3 202549,164$16.2M0.2%+2,687+5.8%AddedHolders
Q2 202546,477$12.8M0.2%−712−1.5%ReducedHolders
Q1 202547,189$7.90M0.1%−130−0.3%ReducedHolders
Q4 202447,319$11.0M0.2%−38−0.1%ReducedHolders
Q3 202447,357$8.17M0.1%−3,723−7.3%ReducedConverted for a 10-for-1 splitHolders
Q2 20245,108$8.20M0.1%−367−6.7%ReducedHolders
Q1 20245,475$7.26M0.1%−475−8.0%ReducedHolders
Q4 20235,950$6.71M0.1%−178−2.9%ReducedHolders
Q3 20236,128$5.09M0.1%−138−2.2%ReducedHolders
Q2 20236,266$5.44M0.1%+6,081+3,287.0%AddedHolders
Q1 2023185$118.7K<0.1%−21−10.2%ReducedHolders
Q4 2022206$115.0K<0.1%−19−8.4%ReducedHolders
Q3 2022225$99.8K<0.1%−28−11.1%ReducedHolders
Q2 2022253$122.7K<0.1%+63+33.2%AddedHolders
Q1 2022190$119.4K<0.1%+190NewHolders
Q4 20210$00.0%−369−100.0%Sold outHolders
Q3 2021369$178.9K<0.1%+269+269.0%AddedHolders
Q2 2021100$47.7K<0.1%00.0%UnchangedHolders
Q1 2021100$46.4K<0.1%––Holders

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